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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-16 |
Branch Locations
11662 Commercial Blvd, Fishers, IN 46038 • United States
8120 Oaklandon Road, Indianapolis, IN 46236 • United States
6071 E. 82Nd Street, Indianapolis, IN 46250 • United States
11555 Allisonville Road, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co Inc | Indianapolis | IN | 04/2000 | 04/2019 |
| Schwab Private Client Investment Advisory Inc | Indianapolis | IN | 01/2012 | 04/2019 |
| Edward Jones | St Louis | MO | 04/2019 | 01/2026 |
| Fifth Third | Indianapolis | IN | 01/2026 | Present |
| Fifth Third Securities | Indianapolis | IN | 01/2026 | Present |
rental property - 6226 Behner Xing, Indianapolis, IN 46250 - owner/landlord - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-03 |
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