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Robert N Peters

Charles Schwab & Co., Inc.

Carmel, IN

Indianapolis, IN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-12-12
  • IN RA
    APPROVED
    Since 2017-12-12

Branch Locations

2375 East 116Th Street, Carmel, IN 46032-3281 • United States

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
Charles Schwab & Co., Inc. Carmel IN 07/2017 Present
Indiana Wesleyan University Marion IN 08/2013 04/2017
Charles Schwab Bank Carmel IN 11/2019 Present
  • 07/2017 → Present
    Charles Schwab & Co., Inc.
    Carmel, IN
  • 08/2013 → 04/2017
    Indiana Wesleyan University
    Marion, IN
  • 11/2019 → Present
    Charles Schwab Bank
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2017-12-11
Designations
Other Names
  • Bob Peters
  • Robert Neal Peters
  • Robert N Peters

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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