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Logan Sheley

Charles Schwab & Co., Inc.

Carmel, IN

Indianapolis, IN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-19
  • IN RA
    APPROVED
    Since 2025-11-19

Branch Locations

2375 East 116Th Street, Carmel, IN 46032-3281 • United States

137 N. Meridian St Suite 111, Indianapolis, IN 46204-2302 • 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
Mount Pleasant Christian Church Greenwood IN 10/2018 11/2020
Chicago's Pizza Greenwood IN 09/2021 06/2022
Unemployed Greenwood IN 12/2020 08/2021
Full-Time Student Greenwood IN 08/2018 05/2022
Full-Time Student Greenwood IN 08/2016 05/2018
Modern Woodmen Of America Rock Island IL 06/2022 07/2022
Mwa Financial Services Inc Rock Island IL 07/2022 02/2024
Charles Schwab & Co., Inc. Indianapolis IN 05/2024 Present
Charles Schwab Bank, Ssb Indianapolis IN 06/2026 Present
  • 10/2018 → 11/2020
    Mount Pleasant Christian Church
    Greenwood, IN
  • 09/2021 → 06/2022
    Chicago's Pizza
    Greenwood, IN
  • 12/2020 → 08/2021
    Unemployed
    Greenwood, IN
  • 08/2018 → 05/2022
    Full-Time Student
    Greenwood, IN
  • 08/2016 → 05/2018
    Full-Time Student
    Greenwood, IN
  • 06/2022 → 07/2022
    Modern Woodmen Of America
    Rock Island, IL
  • 07/2022 → 02/2024
    Mwa Financial Services Inc
    Rock Island, IL
  • 05/2024 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2026 → Present
    Charles Schwab Bank, Ssb
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
S63 Uniform Securities Agent State Law Examination 2022-11-12
  • S66 Uniform Combined State Law Examination
    2025-11-18
  • S63 Uniform Securities Agent State Law Examination
    2022-11-12
Other Names
  • Logan Thomas Sheley

View on SEC IAPD

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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

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