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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 | 2025-12-01 |
| IN | RA | APPROVED | 2022-02-10 |
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 |
|---|---|---|---|---|
| Golden Reserve, Llc | Dublin | OH | 07/2019 | 10/2020 |
| Golden Reserve | Dublin | OH | 05/2019 | 10/2020 |
| New York Life | Dublin | OH | 09/2018 | 04/2019 |
| Federal Mogul | Van Wert | OH | 05/2017 | 07/2018 |
| Ohio State University | Columbus | OH | 09/2016 | 04/2018 |
| Valeo Financial Advisors, Llc | Carmel | IN | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-16 |
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