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Parker Allen Maxwell

Valeo Financial Advisors, LLC

Denver, CO

Carmel, IN

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-28
CO RA APPROVED 2019-02-26
  • TX RA
    APPROVED
    Since 2025-10-28
  • CO RA
    APPROVED
    Since 2019-02-26

Branch Locations

4600 South Syracuse Street 9Th Floor, Denver, CO 80237 • United States

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Denver CO 08/2014 03/2018
Maxwell Realty Llc Greenwood Village CO 04/2014 06/2017
Charles Schwab Bank Denver CO 01/2016 03/2018
G&S Capital Llc Denver CO 04/2018 01/2019
Valeo Financial Advisors Indianapolis IN 01/2019 Present
  • 08/2014 → 03/2018
    Charles Schwab & Co., Inc.
    Denver, CO
  • 04/2014 → 06/2017
    Maxwell Realty Llc
    Greenwood Village, CO
  • 01/2016 → 03/2018
    Charles Schwab Bank
    Denver, CO
  • 04/2018 → 01/2019
    G&S Capital Llc
    Denver, CO
  • 01/2019 → Present
    Valeo Financial Advisors
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-24
S63 Uniform Securities Agent State Law Examination 2014-12-24
  • S66 Uniform Combined State Law Examination
    2015-09-24
  • S63 Uniform Securities Agent State Law Examination
    2014-12-24
Designations

View on SEC IAPD

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