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Megan Ann Layton

Schwab Wealth Advisory, Inc.

Indianapolis, IN

San Francisco, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-20
IN RA APPROVED 2021-12-16
  • TX RA
    APPROVED
    Since 2022-01-20
  • IN RA
    APPROVED
    Since 2021-12-16

Branch Locations

8332 Woodfield Crossing Blvd., Indianapolis, IN 46240-2482 • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • 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
Ball State University Muncie IN 08/2014 05/2018
Ball State University Muncie IN 01/2015 05/2018
Indiana Department Of Natural Resources Anderson IN 05/2017 08/2017
Trimedx Indianapolis IN 08/2018 03/2019
The Bridgewater Club Carmel IN 03/2019 06/2019
Carmel Clay Parks And Recreation Carmel IN 05/2018 12/2020
Unemployed Westfield IN 12/2020 03/2021
Equitable Advisors Llc New York NY 03/2021 10/2021
Charles Schwab & Co., Inc. Indianapolis IN 10/2021 Present
Schwab Wealth Advisory Inc Indianapolis IN 10/2021 Present
  • 08/2014 → 05/2018
    Ball State University
    Muncie, IN
  • 01/2015 → 05/2018
    Ball State University
    Muncie, IN
  • 05/2017 → 08/2017
    Indiana Department Of Natural Resources
    Anderson, IN
  • 08/2018 → 03/2019
    Trimedx
    Indianapolis, IN
  • 03/2019 → 06/2019
    The Bridgewater Club
    Carmel, IN
  • 05/2018 → 12/2020
    Carmel Clay Parks And Recreation
    Carmel, IN
  • 12/2020 → 03/2021
    Unemployed
    Westfield, IN
  • 03/2021 → 10/2021
    Equitable Advisors Llc
    New York, NY
  • 10/2021 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 10/2021 → Present
    Schwab Wealth Advisory Inc
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-18
  • S66 Uniform Combined State Law Examination
    2021-06-18
Designations
Other Names
  • Megan Layton
  • Megan Ann Layton
  • Megan Gardner
  • Megan Ann Gardner

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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