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Lauren Michelle Cook

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-07
IN RA APPROVED 2021-12-02
  • TX RA
    APPROVED
    Since 2026-05-07
  • IN RA
    APPROVED
    Since 2021-12-02

Branch Locations

Indianapolis, IN • 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
Thoroughbred Advisors/National Life Group Latham NY 10/2016 05/2018
Equity Services, Inc. Latham NY 04/2017 04/2018
N/A Clifton Park NY 06/2016 10/2016
Bb&T Securities, Llc Norfolk VA 06/2018 02/2021
Truist Investment Services, Inc. Norfolk VA 02/2021 10/2021
Truist Advisory Services, Inc. Norfolk VA 02/2021 10/2021
Charles Schwab & Co., Inc. Indianapolis IN 10/2021 Present
Schwab Wealth Advisory, Inc. Indianapolis IN 10/2021 Present
  • 10/2016 → 05/2018
    Thoroughbred Advisors/National Life Group
    Latham, NY
  • 04/2017 → 04/2018
    Equity Services, Inc.
    Latham, NY
  • 06/2016 → 10/2016
    N/A
    Clifton Park, NY
  • 06/2018 → 02/2021
    Bb&T Securities, Llc
    Norfolk, VA
  • 02/2021 → 10/2021
    Truist Investment Services, Inc.
    Norfolk, VA
  • 02/2021 → 10/2021
    Truist Advisory Services, Inc.
    Norfolk, VA
  • 10/2021 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 10/2021 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2018-10-08
Other Names
  • Lauren Michelle Patishall
  • Lauren Michelle Cook
  • Lauren M Cook

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
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