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10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-11 |
| IN | RA | APPROVED | 2022-05-12 |
Branch Locations
10 W. Carmel Drive Suite 400, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keens Children's Shoes | Carmel | IN | 06/2016 | 04/2017 |
| Beauty & Grace | Carmel | IN | 05/2019 | 07/2019 |
| Levee Tan & Laundry | West Lafayette | IN | 12/2018 | 05/2020 |
| Core Spaces | West Lafayette | IN | 04/2020 | 01/2021 |
| Valeo Financial Advisors, Llc | Carmel | IN | 05/2020 | Present |
| Purdue University | West Lafayette | IN | 06/2017 | 05/2021 |
| Guerin Catholic High School | Noblesville | IN | 08/2013 | 05/2017 |
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