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Antonio Colon

Charles Schwab & Co., Inc.

Indianapolis, IN

Carlstadt, NJ

CRD 7715626

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-11-14
  • NJ RA
    APPROVED
    Since 2024-11-14

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States

Carlstadt, NJ • 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 07/2023 Present
Full-Time Education East Rutherford NJ 09/2016 06/2020
Project Body East Rutherford NJ 02/2018 04/2022
Jersey Mikes East Rutherford NJ 07/2019 08/2019
American Dream East Rutherford NJ 08/2020 09/2021
Full-Time Education Millcreek UT 09/2021 Present
Freedom Bank East Rutherford NJ 04/2022 07/2023
  • 07/2023 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 09/2016 → 06/2020
    Full-Time Education
    East Rutherford, NJ
  • 02/2018 → 04/2022
    Project Body
    East Rutherford, NJ
  • 07/2019 → 08/2019
    Jersey Mikes
    East Rutherford, NJ
  • 08/2020 → 09/2021
    American Dream
    East Rutherford, NJ
  • 09/2021 → Present
    Full-Time Education
    Millcreek, UT
  • 04/2022 → 07/2023
    Freedom Bank
    East Rutherford, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-10
S63 Uniform Securities Agent State Law Examination 2023-11-22
  • S66 Uniform Combined State Law Examination
    2024-10-10
  • S63 Uniform Securities Agent State Law Examination
    2023-11-22

View on SEC IAPD

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SANCTUARY ADVISORS, LLC · Indianapolis, IN
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