Austin James Witt

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 6757706

Claim This Profile

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

Authority	Category	Status	Date
CO	RA	APPROVED	2017-08-14

CO RA
APPROVED

Since 2017-08-14

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

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.	Lone Tree	CO	02/2017	Present
Unemployed	Houston	TX	12/2016	02/2017
Texas State University	San Marcos	TX	10/2013	12/2016
Charles Schwab Bank, Ssb	Lone Tree	CO	11/2023	Present
Charles Schwab Premier Bank	Lone Tree	CO	02/2025	Present
Charles Schwab Trust Bank	Lone Tree	CO	02/2025	Present

02/2017 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
12/2016 → 02/2017

Unemployed

Houston, TX
10/2013 → 12/2016

Texas State University

San Marcos, TX
11/2023 → Present

Charles Schwab Bank, Ssb

Lone Tree, CO
02/2025 → Present

Charles Schwab Premier Bank

Lone Tree, CO
02/2025 → Present

Charles Schwab Trust Bank

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-14

S66 Uniform Combined State Law Examination

2017-08-14

View on SEC IAPD

More in Lone Tree, CO

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor