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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-10-13 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
8332 Woodfield Crossing Blvd., Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2016 | Present |
| Charles Schwab Bank | Indianapolis | IN | 05/2018 | Present |
1) Peanut Montessori LLC|Investment Related: No|619 Kessler Blvd E Dr, Indianapolis, IN, 46220, USA|Education|Co-Owner|10/5/2020|Less than 20 hour/month - 0 during trading hours|Spouse runs a toddler daycare. I do not have any active role with operations but help her with administrative and supplementary tasks as needed. We filed as a LLC and I am listed as co-owner 2) Big Hop 1405, LLC|Investment Related:No|1405 Broad Ripple Avenue;Indianapolis;Indiana;46220;USA|Real Estate (Non-Agent/Broker)|Owner|2024-02-23|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Real estate holding company that rents property to Peanut Montessori
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-15 |
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