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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-06 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneamerica Securities | Indianapolis | IN | 04/2015 | 02/2018 |
| American United Life | Indianapolis | IN | 11/2014 | 02/2018 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 04/2018 | Present |
| Chico'S Fas | Indianapolis | IN | 04/2018 | 04/2018 |
| Unemployed | Indianapolis | IN | 02/2018 | 04/2018 |
| Charles Schwab Bank, Ssb | Indianapolis | IN | 01/2022 | 04/2026 |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 04/2026 | Present |
1) 7355 N. Ridge | Investment Related:No|7355 N. Ridge, 3A|Chicago|IL|60645|USA|Real Estate (Non-Agent/Broker)|owner|8/15/2008|Less than 20|0|This condo was my personal residence until I moved away from Chicago and rented the property, starting August 15, 2008. I am a long-distance landlord, paying the mortgage, taxes, assessments and making repairs in exchange for monthly rental of $925. per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-21 |
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