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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-10 |
| IN | RA | APPROVED | 2013-10-09 |
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 |
|---|---|---|---|---|
| Real Estate | Urbana | IL | 09/2007 | Present |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 09/2013 | Present |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 09/2013 | Present |
9/28/2007-SINGLE FAMILY HOME RENTAL, URBANA, IL. NOT INVESTMENT RELATED. PARTNERSHIP W/PERSONAL FRIEND,CO-OWNERS. WE PERFORM ALL DUTIES RELATED TO OWNING A RENTAL PROPERTY INCLUDING MAINTENANCE, LEASING, ETC. LESS THAN 20 HRS/MONTH AND NOT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-17 |
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