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10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-20 |
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 |
|---|---|---|---|---|
| Valeo Financial Advisors, Llc | Carmel | IN | 05/2023 | 08/2023 |
| Morgan Stanley | Lafayette | IN | 09/2023 | 01/2024 |
| Valeo Financial Advisors, Llc | Carmel | IN | 01/2024 | 06/2024 |
| Purdue University | West Lafayette | IN | 08/2020 | 05/2024 |
| Valeo Financial Advisors, Llc | Carmel | IN | 06/2024 | Present |
| Benton Central High School | Oxford | IN | 01/2016 | 07/2020 |
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