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Advisor at VALEO FINANCIAL ADVISORS, LLC
CARMEL, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALEO FINANCIAL ADVISORS, LLC | Independent wealth | Jan 20, 2009 | n/a | yes | CARMEL, IN | Current employment |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Sep 30, 2004 | May 27, 2005 | no | INDIANAPOLIS, IN | Previous registration |
| THE ADVISORS GROUP, INC. | n/a | Jan 19, 2004 | Sep 30, 2004 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES | VALEO FINANCIAL ADVISORS, LLC | May 27, 2005 | Jan 20, 2009 | 1,334 | Firm change after gap | Other |
| THE ADVISORS GROUP, INC. | AMERITAS ADVISORY SERVICES | Sep 30, 2004 | Sep 30, 2004 | 0 | Firm change | Other |