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Christopher Sherman Dwulet

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7863140

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-04
  • IN RA
    APPROVED
    Since 2026-06-04

Branch Locations

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
Schwab Wealth Advisory, Inc Indianapolis IN 06/2026 Present
Ammo.cOm Harvey LA 05/2021 01/2024
Dream Connections International Las Vegas NV 07/2017 01/2022
Q2 Solutions Indianapolis IN 05/2011 07/2017
Charles Schwab & Co., Inc. Indianapolis IN 03/2024 Present
  • 06/2026 → Present
    Schwab Wealth Advisory, Inc
    Indianapolis, IN
  • 05/2021 → 01/2024
    Ammo.cOm
    Harvey, LA
  • 07/2017 → 01/2022
    Dream Connections International
    Las Vegas, NV
  • 05/2011 → 07/2017
    Q2 Solutions
    Indianapolis, IN
  • 03/2024 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-26
S63 Uniform Securities Agent State Law Examination 2024-07-31
  • S66 Uniform Combined State Law Examination
    2026-03-26
  • S63 Uniform Securities Agent State Law Examination
    2024-07-31

View on SEC IAPD

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