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Jeffrey Alan Moheban

Avalon Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Avalon Wealth Advisory, Inc.

450 E 96Th Street Suite 100, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-12
IL RA APPROVED 2022-06-21
IN RA APPROVED 1999-07-13
  • FL RA
    APPROVED
    Since 2022-07-12
  • IL RA
    APPROVED
    Since 2022-06-21
  • IN RA
    APPROVED
    Since 1999-07-13

Branch Locations

9775 Crosspoint Boulevard Suite 110, Indianapolis, IN 46256 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Avalon Wealth Advisory Llc Indianapolis IN 07/1999 Present
  • 07/1999 → Present
    Avalon Wealth Advisory Llc
    Indianapolis, IN
Designations

View on SEC IAPD

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