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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| IN | RA | APPROVED | 2025-08-19 |
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 | 07/2017 | 01/2024 |
| State Farm | St. John | IN | 05/2016 | 07/2017 |
| Jimmy John's | West Lafayette | IN | 09/2016 | 05/2017 |
| Full Time Education | West Lafayette | IN | 08/2013 | 05/2017 |
| Charles Schwab Private Client Investment Advisory | Indianapolis | IN | 10/2020 | 01/2024 |
| Fidelity Investments | Carmel | IN | 01/2024 | 06/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2025 | Present |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-11 |
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