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Quan Nhat Truong

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 7921695

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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 2026-07-13
  • IN RA
    APPROVED
    Since 2026-07-13

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
Full Time Education Gardendale AL 07/2014 05/2024
Nail Model Gardendale AL 06/2019 06/2023
Galaxy Glamour Llc Hoover AL 07/2023 07/2024
Charles Schwab & Co., Inc. Indianapolis IN 07/2024 Present
  • 07/2014 → 05/2024
    Full Time Education
    Gardendale, AL
  • 06/2019 → 06/2023
    Nail Model
    Gardendale, AL
  • 07/2023 → 07/2024
    Galaxy Glamour Llc
    Hoover, AL
  • 07/2024 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-13
S63 Uniform Securities Agent State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2026-07-13
  • S63 Uniform Securities Agent State Law Examination
    2024-11-26

View on SEC IAPD

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