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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 | 2025-04-01 |
Branch Locations
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
9020 Stoney Point Parkway Suite 145, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Charlotte | NC | 06/2022 | 08/2022 |
| North Banks Restaurant & Raw Bar | Corolla | NC | 05/2021 | 08/2021 |
| Mike Dianna's Grill Room | Corolla | NC | 06/2021 | 08/2021 |
| The Daily Caller | Washinton | DC | 04/2019 | 06/2019 |
| Dolci Gelatti | Alexandria | VA | 06/2018 | 09/2019 |
| Episcopal High School | Alexandria | VA | 05/2015 | 05/2018 |
| Virginia Tech | Blacksburg | VA | 08/2022 | 06/2023 |
| Valeo Financial Advisors | Richmond | VA | 06/2023 | Present |
| Virginia Tech | Blacksburg | VA | 08/2021 | 06/2022 |
| Virginia Tech | Blacksburg | VA | 09/2019 | 05/2021 |
| Episcopal High School | Alexandria | VA | 08/2015 | 06/2019 |
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