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Mark A Wittleder

Corient

Fishers, IN

Indianapolis, IN

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-10-31
  • IN RA
    APPROVED
    Since 2023-10-31

Branch Locations

Fishers, IN • United States

500 E 96Th Street Suite 450, 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 03/2007 04/2023
Schwab Private Client Investment Advisory, Inc Indianapolis IN 09/2014 04/2023
Windsor Wealth Management Indianapolis IN 04/2023 10/2023
Corient Indianapolis IN 10/2023 Present
Corient Services Llc Miami FL 10/2023 Present
  • 03/2007 → 04/2023
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 09/2014 → 04/2023
    Schwab Private Client Investment Advisory, Inc
    Indianapolis, IN
  • 04/2023 → 10/2023
    Windsor Wealth Management
    Indianapolis, IN
  • 10/2023 → Present
    Corient
    Indianapolis, IN
  • 10/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-29
S63 Uniform Securities Agent State Law Examination 2008-04-05
  • S66 Uniform Combined State Law Examination
    2011-04-29
  • S63 Uniform Securities Agent State Law Examination
    2008-04-05
Designations
Other Names
  • Mark Andrew Wittleder

View on SEC IAPD

Other Firms

CBG & COMPANY, INC.
WRIGHT PLANNING, LLC
BBK WEALTH LLC
NORWOOD ECONOMICS, INC.
LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Other Investors

NICHOLAS DAVID CATLIN
DANIEL EUGENE GARWOOD
ROY CRAIG BODINUS
BRIAN O. WRIGHT
Joshua Walker
TYLER EDWARD SMITH
BRANDON WAYNE GREGG
John Nelson Duncan

Other Offices

CBG & COMPANY, INC. · FISHERS, IN
WRIGHT PLANNING, LLC · FISHERS, IN
BBK WEALTH LLC · FISHERS, IN
NORWOOD ECONOMICS, INC. · FISHERS, IN
LPL FINANCIAL LLC · FISHERS, IN
TRANSAMERICA FINANCIAL ADVISORS, LLC · FISHERS, IN
NORWOOD ECONOMICS, INC. · Fishers, IN
CETERA INVESTMENT ADVISERS LLC · Fishers, IN

More in Fishers, IN

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