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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-03 |
| IN | RA | APPROVED | 2012-01-03 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. Inc. | Indianapolis | IN | 05/2006 | Present |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 01/2012 | Present |
1) Carneys Castles LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Registered Agent/Member|1/24/2026|Less than 20|0|Investing real estate that is involved with short term rentals. The condo will be held in the LLC and we are using a management company to handle the short-term rentals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-21 |
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