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David Brown Gilliland

Valeo Financial Advisors, LLC

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 2025-10-20
IN RA APPROVED 2019-03-19
  • TX RA
    APPROVED
    Since 2025-10-20
  • IN RA
    APPROVED
    Since 2019-03-19

Branch Locations

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 12/2016 11/2018
Indiana University Blomington IN 07/2014 02/2017
Bank Of America, N.A. Nashville TN 02/2017 11/2018
Valeo Financial Advisors, Llc Indianapolis IN 03/2019 Present
Unemployed Clarksville TN 12/2018 02/2019
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-14
  • S66 Uniform Combined State Law Examination
    2017-03-14
Designations
Other Names
  • David Gilliland

View on SEC IAPD

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VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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