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Joshua H Click

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
TX RA APPROVED 2021-01-10
IL RA APPROVED 2014-02-06
IN RA APPROVED 2012-01-03
  • TX RA
    APPROVED
    Since 2021-01-10
  • IL RA
    APPROVED
    Since 2014-02-06
  • IN RA
    APPROVED
    Since 2012-01-03

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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 12/1999 Present
Schwab Wealth Advisory, Inc. Indianapolis IN 01/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-31
S63 Uniform Securities Agent State Law Examination 2000-08-10
  • S66 Uniform Combined State Law Examination
    2003-01-31
  • S63 Uniform Securities Agent State Law Examination
    2000-08-10
Other Names
  • Voshua Howard Click
  • Joshua Howard Click

View on SEC IAPD

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