Brandon Allen Sheets

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-06-03
IN	RA	APPROVED	2021-05-04

TX RA
APPROVED_RES

Since 2021-06-03
IN RA
APPROVED

Since 2021-05-04

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Indianapolis	IN	12/2016	Present
Seat Warehouse	Wilkinson	IN	10/2015	12/2016
Schwab Wealth Advisory, Inc.	Indianapolis	IN	04/2021	Present

12/2016 → Present

Charles Schwab & Co., Inc.

Indianapolis, IN
10/2015 → 12/2016

Seat Warehouse

Wilkinson, IN
04/2021 → Present

Schwab Wealth Advisory, Inc.

Indianapolis, IN

Other Businesses

1) Seat Warehouse LLC | Investment Related:No|5187 N 1050 E|Wilkinson|IN|46186|USA|Agriculture/Forestry/Fishing|Interim CEO|7/27/2020|20-40|0|Overseeing the day to day operations until the business is sold or closed.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-28
S63	Uniform Securities Agent State Law Examination	2017-06-08

S66 Uniform Combined State Law Examination

2018-06-28
S63 Uniform Securities Agent State Law Examination

2017-06-08

Other Names

Brandon A Sheers

View on SEC IAPD

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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