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Lubasi M Katundu

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 7741108

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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
LA RA APPROVED 2026-02-04
TX RA APPROVED_RES 2026-02-04
IN RA APPROVED 2024-01-25
  • LA RA
    APPROVED
    Since 2026-02-04
  • TX RA
    APPROVED_RES
    Since 2026-02-04
  • IN RA
    APPROVED
    Since 2024-01-25

Branch Locations

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
Equitable Advisors, Llc New York NY 05/2023 11/2023
Unemployed Avon IN 01/2021 05/2023
First National Bank Zambia Limited Lusaka 11/2011 12/2021
Kohls Ecommerce Fulfillment Center Plainfields IN 10/2023 Present
Indiana University School Of Nursing Indianapolis IN 10/2023 11/2023
Charles Schwab & Co., Inc. Indianapolis IN 12/2023 Present
  • 05/2023 → 11/2023
    Equitable Advisors, Llc
    New York, NY
  • 01/2021 → 05/2023
    Unemployed
    Avon, IN
  • 11/2011 → 12/2021
    First National Bank Zambia Limited
    Lusaka
  • 10/2023 → Present
    Kohls Ecommerce Fulfillment Center
    Plainfields, IN
  • 10/2023 → 11/2023
    Indiana University School Of Nursing
    Indianapolis, IN
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-26
  • S66 Uniform Combined State Law Examination
    2023-08-26
Other Names
  • Lubasi Katundu

View on SEC IAPD

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