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Thomas D Mckinstry

Charles Schwab & Co., Inc.

Indianapolis, 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 2020-02-28
  • IN RA
    APPROVED
    Since 2020-02-28

Branch Locations

Indianapolis, IN • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 07/2018 Present
Lifetime Financial Growth Bingham Farms MI 01/2018 06/2018
Meijer Waterford MI 06/2002 05/2018
  • 07/2018 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2018 → 06/2018
    Lifetime Financial Growth
    Bingham Farms, MI
  • 06/2002 → 05/2018
    Meijer
    Waterford, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-28
S63 Uniform Securities Agent State Law Examination 2019-01-15
  • S66 Uniform Combined State Law Examination
    2020-02-28
  • S63 Uniform Securities Agent State Law Examination
    2019-01-15
Other Names
  • Thomas David Mckinstry
  • Tom Mckinstry
  • Thomas D Mckinstry

View on SEC IAPD

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