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Banks Timothy Schlosser

Capital Client Group, Inc.

Carmel, IN

Indianapolis, IN

San Antonio, TX

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Current Employers
Capital Client Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-04-04
  • IN RA
    APPROVED
    Since 2025-04-04

Branch Locations

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

Indianapolis, IN • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • 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
Capital Group / Capital Client Group, Inc. Carmel IN 09/2024 08/2025
Fox Pools Evansville IN 04/2020 07/2020
Wabash College Crawfordsville IN 10/2020 05/2024
Tri State Souvenir And Novelty Evansville IN 05/2022 09/2022
Sam's Pizzaria Evansville IN 06/2023 08/2023
Reitz High School Evansville IN 07/2016 05/2020
Wabash College Crawfordsville IN 08/2020 05/2024
Unemployed Evansville IN 05/2024 09/2024
Capital Group / Capital Client Group, Inc. Carmel IN 08/2025 03/2026
Capital Group / Capital Client Group, Inc. Carmel IN 03/2026 Present
  • 09/2024 → 08/2025
    Capital Group / Capital Client Group, Inc.
    Carmel, IN
  • 04/2020 → 07/2020
    Fox Pools
    Evansville, IN
  • 10/2020 → 05/2024
    Wabash College
    Crawfordsville, IN
  • 05/2022 → 09/2022
    Tri State Souvenir And Novelty
    Evansville, IN
  • 06/2023 → 08/2023
    Sam's Pizzaria
    Evansville, IN
  • 07/2016 → 05/2020
    Reitz High School
    Evansville, IN
  • 08/2020 → 05/2024
    Wabash College
    Crawfordsville, IN
  • 05/2024 → 09/2024
    Unemployed
    Evansville, IN
  • 08/2025 → 03/2026
    Capital Group / Capital Client Group, Inc.
    Carmel, IN
  • 03/2026 → Present
    Capital Group / Capital Client Group, Inc.
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-04
  • S66 Uniform Combined State Law Examination
    2025-04-04

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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