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10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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