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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-19 |
Branch Locations
3755 E 82Nd Street Ste 40, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fishers | IN | 01/2011 | 01/2026 |
| Charles Schwab Bank, Ssb | Fishers | IN | 08/2021 | 01/2026 |
| Sole Proprietor | Fishers | IN | 03/2026 | Present |
| Artistic Strategies | Indianapolis | IN | 01/2026 | Present |
| Cetera Advisors Llc | St Cloud | MN | 04/2026 | 08/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | 08/2026 |
| Cetera Advisors Llc | St Cloud | MN | 01/2026 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Indianapolis | IN | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: ST GEORGE ORTHODOX CHURCH INVESTMENT RELATED: NO ADDRESS: FISHERS, IN 46037 NATURE OF BUSINESS: BOARD MEMBER FOR CHURCH START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: PARISH COUNCIL MEMBER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: VOTE ON ISSUES RELATED TO CHURCH GOVERNANCE, PROPERTY, FACILITIES AND POLICIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-24 |
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