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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-07-07 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
Whitestown, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Co. | Indianapolis | IN | 05/2011 | 06/2021 |
| Capital Group / American Funds Distributors, Inc. | Carmel | IN | 06/2022 | 09/2024 |
| Self Employed - Jf Greenwalt & Co. | Whitestown | IN | 06/2021 | 06/2022 |
| Capital Client Group, Inc. | Carmel | IN | 09/2024 | Present |
JEFFREY F GREENWALT POSITION: Individual author, content creator and proprietor NATURE: Writing and publishing of content related to career and life management focused on teenagers and young adults. This will be done through books, essays, articles, blogs, social media posts, You Tube and other digital and video media channels. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2024 ADDRESS: Dr., Whitestown IN 46075, United States DESCRIPTION: Writing, publishing, recording videos, posting on social media, possibly maintaining a website or blog.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-01 |
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