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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-03 |
Branch Locations
1500 N Morton St, Franklin, IN 46131 • United States
37 W Main St., Nashville, IN 47448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2018 | 02/2025 |
| The Papers | Milford | IN | 04/2014 | 02/2025 |
| Charles Schwab Bank, Ssb | Indianapolis | IN | 12/2021 | 02/2025 |
| Pnc Investments Llc | Greenwood | IN | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-15 |
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