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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-23 |
Branch Locations
2375 East 116Th Street, Carmel, IN 46032-3281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Carmel | IN | 08/2022 | Present |
| Walser Automotive Group | Minneapolis | MN | 05/2021 | 03/2022 |
| Purdue University | West Lafayette | IN | 09/2020 | 08/2021 |
| Inari Agriculture | West Lafayette | IN | 09/2019 | 10/2019 |
| Prairie View | Carmel | IN | 08/2016 | 08/2022 |
| Full Time Education | Noblesville | IN | 05/2013 | 05/2017 |
| Charles Schwab Bank, Ssb | Carmel | IN | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-06 |
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