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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-02 |
| IN | RA | APPROVED | 2012-01-04 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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 | 02/1999 | Present |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 01/2012 | Present |
Start Date = 01-01-18| Rental Properties| Property Owner| Carmel, IN| Hours/Month = Less than 20| Coordinating repairs and updates with the property manager and filing taxes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-05 |
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