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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-01-23 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 05/2006 | Present |
1) Tri-West Dollars for Scholars | Investment Related:No|104 Church St.|Lizton|IN|46149|United States|Nonprofit Charitable Organizations|Board Member|8/1/2022|Less than 20|0|Provide insight and support for the database utilized for the Tri-West Dollars for Scholars non-profit organization. The only financial responsibility is supporting a phone-a-thon where students reach out to members of the community to contribute donations to the various scholarships. No other financial or investment-related responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
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