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Michael Wayne Cullipher

Charles Schwab & Co., Inc.

Indianapolis, IN

San Antonio, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-23
  • TX RA
    APPROVED
    Since 2020-05-23

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States

San Antonio, TX • 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
Usaa Financial Advisors, Inc Addison TX 06/2012 05/2020
Usaa Financial Planning Services, Inc. Addison TX 03/2013 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. San Antonio TX 05/2020 Present
Charles Schwab Bank, Ssb San Antonio TX 08/2021 Present
  • 06/2012 → 05/2020
    Usaa Financial Advisors, Inc
    Addison, TX
  • 03/2013 → 05/2020
    Usaa Financial Planning Services, Inc.
    Addison, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    San Antonio, TX
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    San Antonio, TX
Previous Registrations
  • 2018-01-08 → 2020-05-24
    Usaa Investment Services Company
    San Antonio, TX
  • 2013-10-02 → 2018-01-08
    Usaa Financial Planning Services
    Colorado Springs, CO
    Addison, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-17
S63 Uniform Securities Agent State Law Examination 2012-07-26
  • S65 Uniform Investment Adviser Law Examination
    2013-09-17
  • S63 Uniform Securities Agent State Law Examination
    2012-07-26
Other Names
  • Michael Cullipher
  • Mike Cullipher

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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