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Current Employers
Charter Advisory Corporation

250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-04-07
  • IN RA
    APPROVED
    Since 2025-04-07

Branch Locations

250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States

9752 Lantern Road, Fishers, IN 46038 • 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
Lpl Financial Llc Fishers IN 04/2024 Present
Indiana University Bloomington Bloomiington IN 08/2017 06/2021
Marian University College Of Osteopathic Medicine Indianapolis IN 08/2021 03/2024
Hamilton Southeastern High School Fishers IN 08/2013 06/2017
Charter Advisory Corporation Fishers IN 03/2025 Present
  • 04/2024 → Present
    Lpl Financial Llc
    Fishers, IN
  • 08/2017 → 06/2021
    Indiana University Bloomington
    Bloomiington, IN
  • 08/2021 → 03/2024
    Marian University College Of Osteopathic Medicine
    Indianapolis, IN
  • 08/2013 → 06/2017
    Hamilton Southeastern High School
    Fishers, IN
  • 03/2025 → Present
    Fishers, IN
Other Businesses

1) 04/18/2024 - Midwest Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/18/2024 - Midwest Financial Advisors, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 05/02/2025 - Charter Advisory Corporation - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date:04/21/2025 - 10 Hrs/Mth - 10 Hrs During Trading. I provide investment advisory services through Charter Advisory Corporation, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Jesse Douglas Sweet

View on SEC IAPD

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