Best Investors Account Sign in

Channing Elizabeth Longman

Schwab Wealth Advisory, Inc.

San Francisco, CA

Indianapolis, IN

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-04
IN RA APPROVED 2021-03-01
  • TX RA
    APPROVED
    Since 2022-01-04
  • IN RA
    APPROVED
    Since 2021-03-01

Branch Locations

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

8332 Woodfield Crossing Blvd, 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
Fidelity Investments Covington OH 02/2011 11/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2020
Charles Schwab & Co., Inc Indianapolis IN 02/2021 Present
Schwab Wealth Advisory Inc Indianapolis IN 02/2021 Present
  • 02/2011 → 11/2020
    Fidelity Investments
    Covington, OH
  • 07/2018 → 11/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2021 → Present
    Charles Schwab & Co., Inc
    Indianapolis, IN
  • 02/2021 → Present
    Schwab Wealth Advisory Inc
    Indianapolis, IN
Previous Registrations
  • 2018-07-13 → 2020-11-13
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-05-13 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Cincinnati, OH
    Carmel, IN
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-09
S63 Uniform Securities Agent State Law Examination 2012-09-14
  • S66 Uniform Combined State Law Examination
    2014-05-09
  • S63 Uniform Securities Agent State Law Examination
    2012-09-14
Other Names
  • Channing Elizabeth Miracle
  • Channing Elizabeth Erwin

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor