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Chase Mitchell Alexander

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 7297434

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-04-07
  • IN RA
    APPROVED
    Since 2026-04-07

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
Dicks Sporting Goods Plainfield IN 02/2019 06/2022
Charles Schwab & Co., Inc. Avon IN 09/2020 Present
Sherwin Williams Indianapolis IN 05/2014 01/2019
Avon High School Avon IN 08/2017 07/2019
Avon High School Avon IN 01/2019 06/2019
  • 02/2019 → 06/2022
    Dicks Sporting Goods
    Plainfield, IN
  • 09/2020 → Present
    Avon, IN
  • 05/2014 → 01/2019
    Sherwin Williams
    Indianapolis, IN
  • 08/2017 → 07/2019
    Avon High School
    Avon, IN
  • 01/2019 → 06/2019
    Avon High School
    Avon, IN
Other Businesses

Brownsburg High School|Investment Related:No|1000 South Odell Street;Brownsburg;IN;46112;United States of America|Education|Assistant Football Coach|2023-07-17|Hours Per Month:Varies|Hours Spent during Security Trading:0|I just coach football to high school players.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-07
S63 Uniform Securities Agent State Law Examination 2021-08-27
  • S66 Uniform Combined State Law Examination
    2026-04-07
  • S63 Uniform Securities Agent State Law Examination
    2021-08-27
Other Names
  • Chase Alexander

View on SEC IAPD

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