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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| IN | RA | APPROVED | 2018-12-21 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 12/2016 | Present |
| Progressive Baptist Church | Indianapolis | IN | 02/2017 | 12/2017 |
| Progressive Baptist Church | Indianapolis | IN | 06/2006 | 02/2017 |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 12/2018 | Present |
Start Date = 06-04-21| TBD - Still undecided| owner/member| Indianapolis, IN| Hours/Month = Less than 20| Family real estate business - The plan is to purchase real estate for rental property purposes. We also plan to contract with a management company for maintenance and day to day tenant needs. One has not yet been selected.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-09 |
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