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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-02-18
  • IN RA
    APPROVED
    Since 2024-02-18

Branch Locations

Indianapolis, IN • 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 11/2020 Present
Unemployed Noblesville IN 05/2020 11/2020
Ball State University Muncie IN 08/2017 05/2020
Target Muncie IN 10/2019 02/2020
Ivy Tech Community College Muncie IN 08/2016 07/2017
Schwab Wealth Advisory, Inc. Indianapolis IN 02/2024 Present
  • 11/2020 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 05/2020 → 11/2020
    Unemployed
    Noblesville, IN
  • 08/2017 → 05/2020
    Ball State University
    Muncie, IN
  • 10/2019 → 02/2020
    Target
    Muncie, IN
  • 08/2016 → 07/2017
    Ivy Tech Community College
    Muncie, IN
  • 02/2024 → Present
    Indianapolis, IN
Other Businesses

1) Pokagon Band of Potawatomi | Investment Related:No|58620 Sink Road|Dowagiac|MI|49407|USA|Other|Tribal Member|12/1/2008|Less than 20|0|None

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-24
S63 Uniform Securities Agent State Law Examination 2021-10-23
  • S66 Uniform Combined State Law Examination
    2023-05-24
  • S63 Uniform Securities Agent State Law Examination
    2021-10-23
Designations
Other Names
  • Alex Molnar

View on SEC IAPD

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