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RIA / WealthAdvisor16 years in industry

SANDESH ARLES

Advisor at STRIVE FINANCIAL GROUP, LLC

CARMEL, IN

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Search this name across graphsid dfx:ria:ed0b1dd2-667b-4a86-6727-b3f0bffe67a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: May 30, 2012 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRIVE FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 22, 2010
First registration: May 30, 2012
Dual registered: no
IAPD individual key: 5810431

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRIVE FINANCIAL GROUP, LLC	Independent wealth	Apr 30, 2026	n/a	yes	CARMEL, IN	Current employment
ELEVATED FINANCIAL GROUP	Independent wealth	Jan 28, 2026	Feb 19, 2026	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN	Previous registration
STRIVE FINANCIAL GROUP, LLC	Independent wealth	Dec 16, 2025	Feb 2, 2026	no	CARMEL, IN	Previous registration
VALEO FINANCIAL ADVISORS, LLC	Independent wealth	Mar 27, 2024	Nov 19, 2025	no	CARMEL, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 30, 2012	Mar 8, 2024	no	FISHERS (INDIANAPOLIS), IN\|Indianapolis, IN\|Indianapolis, IN\|Carmel, IN\|Indianapolis, IN\|Indianapolis, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ELEVATED FINANCIAL GROUP	STRIVE FINANCIAL GROUP, LLC	Feb 19, 2026	Apr 30, 2026	70	Firm change	RIA to RIA
STRIVE FINANCIAL GROUP, LLC	ELEVATED FINANCIAL GROUP	Feb 2, 2026	Jan 28, 2026	-5	Firm change	RIA to RIA
VALEO FINANCIAL ADVISORS, LLC	STRIVE FINANCIAL GROUP, LLC	Nov 19, 2025	Dec 16, 2025	27	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	VALEO FINANCIAL ADVISORS, LLC	Mar 8, 2024	Mar 27, 2024	19	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ STRIVE FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Dec 16, 2025 to Feb 2, 2026factForm ADV
→ ELEVATED FINANCIAL GROUPRegistered adviserregistration: previous registration
Jan 28, 2026 to Feb 19, 2026factForm ADV
→ VALEO FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 27, 2024 to Nov 19, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 30, 2012 to Mar 8, 2024factForm ADV

Dated events

Occurred
Feb 19, 2026
Advisor changed firm
Sandesh Arles left Elevated Financial Group for Strive Financial Group, Llc (registered 2026-04-30)
Form ADVobserved 5 days ago
Occurred
Feb 2, 2026
Advisor changed firm
Sandesh Arles left Strive Financial Group, Llc for Elevated Financial Group (registered 2026-01-28)
Form ADVobserved 5 days ago
Occurred
Nov 19, 2025
Advisor changed firm
Sandesh Arles left Valeo Financial Advisors, Llc for Strive Financial Group, Llc (registered 2025-12-16)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2024
Advisor changed firm
Sandesh Arles left Charles Schwab & Co., Inc. for Valeo Financial Advisors, Llc (registered 2024-03-27)
Form ADVobserved 5 days ago