Jeffrey Alan Moheban

Employer firm

Avalon Wealth Advisory, Inc. CRD 114311

230 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Avalon Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Avalon Wealth Advisory Llc	Indianapolis	IN	07/1999	Present

07/1999 → Present

Avalon Wealth Advisory Llc

Indianapolis, IN

Employer firm

Current Employers

Avalon Wealth Advisory, Inc.

Disclosures

Employment History

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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