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Ethan Woodruff

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-12
  • IN RA
    APPROVED
    Since 2025-11-12

Branch Locations

8332 Woodfield Crossing Blvd., Indianapolis, IN 46240 • 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
Fidelity Investments Carmel IN 02/2021 09/2025
Fifth Third Bank Newport KY 06/2016 02/2021
Holy Grail Bar Cincinnati OH 02/2013 06/2019
Charles Schwab & Co., Inc. Indianapolis IN 10/2025 Present
Schwab Wealth Advisory, Inc. Indianapolis IN 10/2025 Present
  • 02/2021 → 09/2025
    Fidelity Investments
    Carmel, IN
  • 06/2016 → 02/2021
    Fifth Third Bank
    Newport, KY
  • 02/2013 → 06/2019
    Holy Grail Bar
    Cincinnati, OH
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 10/2025 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Previous Registrations
  • 2025-03-31 → 2025-11-07
    Strategic Advisers Llc
    Carmel, IN
    Fishers, IN
    Noblesville, IN
    Boston, MA
  • 2021-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

1) Riverpointe LLC | Investment Related:No|1885 Riverpointe Crt Unit 3|Hotels/Lodging|Owner|2023-06-12|Less than 20|1|Rental Property in Northern Kentucky

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-09
  • S66 Uniform Combined State Law Examination
    2021-09-09
Other Names
  • Ethan Woodruff
  • Ethan Thomas Woodruff
  • Ethan T Woodruff

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

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MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

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