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10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-05-05 |
| IN | RA | APPROVED | 2019-11-04 |
| TX | RA | APPROVED | 2019-11-04 |
Branch Locations
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
9020 Stoney Point Parkway, Ste 145, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W Financial, Llc | Richmond | VA | 05/2014 | 09/2019 |
| Valeo Financial Advisors | Indianapolis | IN | 10/2019 | Present |
the name of the other business: Atlas Financial whether the business is investment-related: not investment related the address: 9020 Stony Point Pkwy, Suite 145, Richmond, VA 23235 the nature of the other business: independent CPA firm your position, title, or relationship with the other business: Tax Associate the start date of your relationship: April 2016 the approximate number of hours/month you devote to the other business: 20 hours/month and briefly describe your duties relating to the other business: assisting with High Net Worth tax return review
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