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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-20 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IL | 02/2021 | Present |
| Circle Financial Planning | Indianapolis | IN | 06/2020 | 02/2021 |
| Teachers Credit Union | Granger | IN | 05/2019 | 05/2020 |
| Onemain Financial | Mishawaka | IN | 11/2018 | 02/2019 |
| General Nutrition | Mishawaka | IN | 06/2018 | 10/2018 |
| School City Of Mishawaka | Mishawaka | IN | 05/2017 | 04/2019 |
| City Of Mishawaka | Mishawaka | IN | 06/2015 | 07/2018 |
| Indiana University | South Bend | IN | 08/2014 | 05/2020 |
| Charles Schwab Bank, Ssb | Schaumburg | IL | 05/2022 | 04/2026 |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
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