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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
VA RA APPROVED 2024-06-28
  • VA RA
    APPROVED
    Since 2024-06-28

Branch Locations

9020 Stony Point Pkwy Suite 145, Richmond, VA 23235 • United States

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
Valeo Financial Advisors, Llc Carmel IN 06/2022 Present
Virginia Tech Blacksburg VA 08/2018 05/2022
Fieldcore Tampa FL 05/2021 01/2022
Atlee High School Mechanicsville VA 09/2014 06/2018
  • 06/2022 → Present
    Carmel, IN
  • 08/2018 → 05/2022
    Virginia Tech
    Blacksburg, VA
  • 05/2021 → 01/2022
    Fieldcore
    Tampa, FL
  • 09/2014 → 06/2018
    Atlee High School
    Mechanicsville, VA
Designations

View on SEC IAPD

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