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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-20 |
| IN | RA | APPROVED | 2021-12-18 |
Branch Locations
8332 Woodfield Crossing Blvd., Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 09/2018 | Present |
| Ultimate Home Services | Indianapolis | IN | 07/2015 | 07/2018 |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 10/2021 | Present |
1. TOJO Leather |Investment Related: No| Creating and selling personal leather goods|Owner|Hours Per Month: Less than 20|Hours Spent during Security Trading: 0|design and make personal leather goods on a small scale. Customer contact, planning, delivery and billing. 2. Airbnb property|Investment Related:No|Hotels/Lodging|Owner|2024-04-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Owner of the home. The basement is rented periodically through Airbnb.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-28 |
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