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Amy E Edwards

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-08-24
  • IN RA
    APPROVED
    Since 2026-08-24

Branch Locations

8332 Woodfield Crossing Blvd., Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 05/1999 Present
Charles Schwab Bank Indianapolis IN 12/2009 Present
Amy Edwards, Sole Proprietor Carmel IN 08/2015 06/2017
Schwab Wealth Advisory Inc. Indianapolis IN 12/2009 Present
  • 05/1999 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 12/2009 → Present
    Charles Schwab Bank
    Indianapolis, IN
  • 08/2015 → 06/2017
    Amy Edwards, Sole Proprietor
    Carmel, IN
  • 12/2009 → Present
    Schwab Wealth Advisory Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-22
S63 Uniform Securities Agent State Law Examination 1998-02-02
  • S66 Uniform Combined State Law Examination
    2010-04-22
  • S63 Uniform Securities Agent State Law Examination
    1998-02-02
Designations
Other Names
  • Amy Erica Croy
  • Amy Parient
  • Amy Erica Parient
  • Amy E Edwards
  • Amy Erica Edwards

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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