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10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-11 |
| IN | RA | APPROVED | 2022-08-25 |
Branch Locations
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Evansville | IN | 05/2017 | 08/2017 |
| University Of Evansville | Evansville | IN | 08/2014 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2017 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Evansville | IN | 07/2018 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2019 | 09/2019 |
| Field And Main Ank | Henderson | KY | 10/2019 | 01/2022 |
| Lpl Financial Llc | Henderson | KY | 11/2019 | 01/2022 |
| Valeo Financial Advisors , Llc | Carmel | IN | 01/2022 | Present |
1) 11/5/19- Field and Main Investments- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) -100% 2) 11/30/2020 - Field and Main Wealth Management - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Trust Officer - Start Date: 10/15/2019 - 40 Hours Per Month/10 Hours During Securities Trading - Manage relationships with the trust clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
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