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Michael Grant Felmet

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_RES 2021-01-11
IN RA APPROVED 2018-05-25
  • TX RA
    APPROVED_RES
    Since 2021-01-11
  • IN RA
    APPROVED
    Since 2018-05-25

Branch Locations

8332 Woodfield Crossing Blvd., Indianapolis, IN 46210 • 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
Charles Schwab & Co., Inc. Indianapolis IN 02/2016 Present
Schwab Wealth Advisory Inc Indianapolis IN 05/2018 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-29
S63 Uniform Securities Agent State Law Examination 2016-07-15
  • S66 Uniform Combined State Law Examination
    2017-06-29
  • S63 Uniform Securities Agent State Law Examination
    2016-07-15

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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