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Garrett James Henderson

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7287569

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-04-14
  • IN RA
    APPROVED
    Since 2023-04-14

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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 08/2020 Present
Warner Camp Grand Junction MI 06/2018 08/2018
Primerica Indianapolis IN 12/2018 07/2020
Taylor University Upland IN 08/2019 05/2020
Christys Of Indiana, Inc. Indianapolis IN 06/2017 08/2017
Taylor University Upland IN 08/2019 05/2020
Taylor University Upland IN 08/2016 05/2017
Taylor University Upland IN 08/2017 05/2018
Taylor University Upland IN 08/2018 05/2019
Schwab Wealth Advisory, Inc Indianapolis IN 04/2023 Present
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2018 → 08/2018
    Warner Camp
    Grand Junction, MI
  • 12/2018 → 07/2020
    Primerica
    Indianapolis, IN
  • 08/2019 → 05/2020
    Taylor University
    Upland, IN
  • 06/2017 → 08/2017
    Christys Of Indiana, Inc.
    Indianapolis, IN
  • 08/2019 → 05/2020
    Taylor University
    Upland, IN
  • 08/2016 → 05/2017
    Taylor University
    Upland, IN
  • 08/2017 → 05/2018
    Taylor University
    Upland, IN
  • 08/2018 → 05/2019
    Taylor University
    Upland, IN
  • 04/2023 → Present
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-24
  • S66 Uniform Combined State Law Examination
    2022-09-24
Designations
  • Certified Financial Planner
Other Names
  • Garrett Henderson
  • Garrett J Henderson

View on SEC IAPD

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