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Anna Marie Dickinson

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 2025-08-28
TX RA APPROVED 2025-08-28
  • IN RA
    APPROVED
    Since 2025-08-28
  • TX RA
    APPROVED
    Since 2025-08-28

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 11/1999 Present
Schwab Private Client Investment Advisory, Inc. Indianapolis IN 01/2012 04/2020
Beach Body Los Angeles CA 04/2015 10/2024
Charles Schwab Bank, Ssb Indianapolis IN 08/2021 08/2025
Schwab Wealth Advisory Inc Indianapolis IN 08/2025 Present
  • 11/1999 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2012 → 04/2020
    Schwab Private Client Investment Advisory, Inc.
    Indianapolis, IN
  • 04/2015 → 10/2024
    Beach Body
    Los Angeles, CA
  • 08/2021 → 08/2025
    Charles Schwab Bank, Ssb
    Indianapolis, IN
  • 08/2025 → Present
    Schwab Wealth Advisory Inc
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-23
S63 Uniform Securities Agent State Law Examination 2000-04-10
  • S66 Uniform Combined State Law Examination
    2007-04-23
  • S63 Uniform Securities Agent State Law Examination
    2000-04-10
Other Names
  • Anna Marie Dickinson
  • Ann Dickinson

View on SEC IAPD

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