Clayton Joseph Schreck

Reported services (Item 5G)

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

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2022-10-07

Branch Locations

12711 N. Meridian Street, Carmel, IN 46032 • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Cluckers	Corydon	IN	08/2016	05/2017
Ball State University	Muncie	IN	08/2017	05/2021
Ball State Recreation Services	Muncie	IN	10/2019	05/2020
H&M	Clarksville	IN	06/2019	08/2019
Teachers Credit Union / Lpl Financial, Llc	Indianapolis	IN	06/2020	08/2022
Northwestern Mutual	Louisville	KY	12/2017	08/2018
Capital Group / American Funds Distributors, Inc.	Carmel	IN	10/2022	Present

08/2016 → 05/2017

Cluckers

Corydon, IN
08/2017 → 05/2021

Ball State University

Muncie, IN
10/2019 → 05/2020

Ball State Recreation Services

Muncie, IN
06/2019 → 08/2019

H&M

Clarksville, IN
06/2020 → 08/2022

Teachers Credit Union / Lpl Financial, Llc

Indianapolis, IN
12/2017 → 08/2018

Northwestern Mutual

Louisville, KY
10/2022 → Present

Capital Group / American Funds Distributors, Inc.

Carmel, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-29