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Tasneem Sharmeen

Schwab Wealth Advisory, Inc.

San Francisco, CA

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 2026-01-05
IN RA APPROVED 2024-06-10
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • IN RA
    APPROVED
    Since 2024-06-10

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
Jpmorgan Chase Bank, N.A. Indianapolis IN 01/2020 02/2021
Grand Canyon Education, Inc. Carmel IN 10/2017 10/2019
Unemployed Dhaka 09/2016 07/2017
Unemployed Indianapolis IN 08/2017 09/2017
Unemployed Indianapolis IN 11/2019 12/2019
Charles Schwab & Co., Inc. Indianapolis IN 09/2021 Present
Unemployed Indianapolis IN 03/2021 08/2021
Charles Schwab Bank, Ssb Indianapolis IN 10/2022 05/2024
Schwab Wealth Advisory, Inc. Indianapolis IN 05/2020 Present
  • 01/2020 → 02/2021
    Jpmorgan Chase Bank, N.A.
    Indianapolis, IN
  • 10/2017 → 10/2019
    Grand Canyon Education, Inc.
    Carmel, IN
  • 09/2016 → 07/2017
    Unemployed
    Dhaka
  • 08/2017 → 09/2017
    Unemployed
    Indianapolis, IN
  • 11/2019 → 12/2019
    Unemployed
    Indianapolis, IN
  • 09/2021 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 03/2021 → 08/2021
    Unemployed
    Indianapolis, IN
  • 10/2022 → 05/2024
    Charles Schwab Bank, Ssb
    Indianapolis, IN
  • 05/2020 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-25
S63 Uniform Securities Agent State Law Examination 2020-03-06
  • S66 Uniform Combined State Law Examination
    2022-03-25
  • S63 Uniform Securities Agent State Law Examination
    2020-03-06

View on SEC IAPD

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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

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