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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2021-01-14 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 09/2007 | Present |
| Charles Schwab Bank, Ssb | Indianapolis | IN | 06/2013 | Present |
Self-Employed | Investment Related: No | 2539 Park Drive NW Units A-B; Kennesaw; GA; 30144; US | Real Estate (Non-Agent/Broker) | President/Owner | Start date: 2018-10-05 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Want to invest in single and small multifamily rental properties. My wife and I would be the owners of properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-02 |
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