Makenzie Allynn Brown

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 07/2020 → 09/2020
  Starbucks
  Terre Haute, IN
• 10/2016 → 05/2017
  Macy's
  Terre Haute, IN
• 05/2016 → 10/2016
  Dawg Leg
  Terre Haute, IN
• 08/2015 → 10/2016
  Larry Paul Tanning Spa
  Terre Haute, IN
• 08/2013 → 05/2018
  Indiana State University
  Terre Haute, IN
• 04/2017 → 05/2018
  Cracker Barrel
  Terre Haute, IN
• 09/2015 → 08/2020
  Hite Dance Center
  Brazil, IN
• 03/2015 → 03/2020
  Northview High School
  Brazil, IN
• 06/2017 → 08/2019
  Northview Band And Guard/North Clay Cadet Corps
  Brazil, IN
• 07/2021 → Present
  Independent Contractor
  Brazil, IN
• 06/2018 → 06/2018
  Team Comp Llc
  Burbank, CA

Other Businesses

North Clay Middle School Cadet Corps|Investment Related:No|3450 W State Rd 340;Brazil;Indiana;47834;USA|Performing/Fine Arts|Choreographer|2025-02-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Write and teach choreography.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-07
• S63 Uniform Securities Agent State Law Examination
  2021-08-27