Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-08-05
  • IN RA
    APPROVED
    Since 2024-08-05

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 09/2022 Present
Government Employees Insurance Indianapolis IN 12/2017 08/2022
Fedex Express Indianapolis IN 07/2016 12/2017
Palmer Power & Trucking Indianapolis IN 07/2016 10/2016
  • 09/2022 → Present
    Indianapolis, IN
  • 12/2017 → 08/2022
    Government Employees Insurance
    Indianapolis, IN
  • 07/2016 → 12/2017
    Fedex Express
    Indianapolis, IN
  • 07/2016 → 10/2016
    Palmer Power & Trucking
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2021-10-30
  • S65 Uniform Investment Adviser Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2021-10-30

View on SEC IAPD

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor