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Inactive

Bradley J Bolin

Meridian Investment Advisors, Inc.

Indianapolis, IN

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Current Employers
Meridian Investment Advisors, Inc.

10321 N. Pennsylvania St., Indianapolis, IN 46280 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-08
  • IN RA
    APPROVED
    Since 2026-06-08

Branch Locations

10321 N. Pennsylvania St., Indianapolis, IN 46280 • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc Indianapolis IN 06/2000 03/2026
Meridian Investment Advisors, Inc. Indianapolis IN 06/2026 Present
Previous Registrations
  • 2012-01-03 → 2026-03-19
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
  • 2007-10-08 → 2011-12-31
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Indianapolis, IN
    Fishers (Indianapolis), IN
    Indianapolis, IN
    Fishers (Indianapolis), IN
    Fishers (Indianapolis), IN
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-20
S63 Uniform Securities Agent State Law Examination 2000-10-19
  • S66 Uniform Combined State Law Examination
    2007-09-20
  • S63 Uniform Securities Agent State Law Examination
    2000-10-19
Other Names
  • Bradley Jason Bolin

View on SEC IAPD

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