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Joshua Steven Corrie

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 7468434

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-10-10
  • IN RA
    APPROVED
    Since 2023-10-10

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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. Indianapolis IN 12/2021 Present
La Fitness Indianapolis IN 01/2018 09/2019
Target Columbus IN 08/2014 12/2017
Cunningham Agency Indianapolis IN 06/2020 11/2021
Ffl Mile High Columbus IN 10/2019 05/2020
  • 12/2021 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2018 → 09/2019
    La Fitness
    Indianapolis, IN
  • 08/2014 → 12/2017
    Target
    Columbus, IN
  • 06/2020 → 11/2021
    Cunningham Agency
    Indianapolis, IN
  • 10/2019 → 05/2020
    Ffl Mile High
    Columbus, IN
Other Businesses

1) Break The System LLC | Investment Related:No|Retail|CEO/Founder|2/23/2024|20-40|0|CEO/Founder Single member LLC. Will be engaged in the processing of sales, branding, social media content, marketing, shipping, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
S63 Uniform Securities Agent State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2023-10-06
  • S63 Uniform Securities Agent State Law Examination
    2022-09-12
Other Names
  • Joshua Corrie

View on SEC IAPD

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SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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