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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-10-26
  • TN RA
    APPROVED
    Since 2021-10-26

Branch Locations

520 Cool Springs Blvd, Franklin, TN 37067 • United States

4012-B Hillsboro Pike Suite 103, Nashville, TN 37215 • 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. Nashville TN 06/2019 Present
Core Finance Indianapolis IN 01/2019 04/2019
Butler University Tableware Everywhere Indianapolis IN 08/2018 12/2018
Reedy Financial Group Indianapolis IN 05/2018 08/2018
217 Volleyball Club Windsor IL 01/2016 08/2017
Old National Bank Center For Closely Held Businesses Indianapolis IN 08/2018 12/2018
Butler University Indianapolis IN 08/2016 08/2017
Student Indianapolis IN 08/2017 05/2018
Lake Land College Mattoon IL 10/2015 07/2017
Charles Schwab Bank, Ssb Nashville TN 11/2020 Present
  • 06/2019 → Present
    Nashville, TN
  • 01/2019 → 04/2019
    Core Finance
    Indianapolis, IN
  • 08/2018 → 12/2018
    Butler University Tableware Everywhere
    Indianapolis, IN
  • 05/2018 → 08/2018
    Reedy Financial Group
    Indianapolis, IN
  • 01/2016 → 08/2017
    217 Volleyball Club
    Windsor, IL
  • 08/2018 → 12/2018
    Old National Bank Center For Closely Held Businesses
    Indianapolis, IN
  • 08/2016 → 08/2017
    Butler University
    Indianapolis, IN
  • 08/2017 → 05/2018
    Student
    Indianapolis, IN
  • 10/2015 → 07/2017
    Lake Land College
    Mattoon, IL
  • 11/2020 → Present
    Charles Schwab Bank, Ssb
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Designations
Other Names
  • Rachel E Schultz

View on SEC IAPD

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