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Orfeo Di Mizio

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 7884935

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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
IN RA APPROVED 2025-06-18
  • IN RA
    APPROVED
    Since 2025-06-18

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
Luca Pizza Di Roma Greenwood IN 09/2012 06/2023
Unemployed Indianapolis IN 06/2023 11/2023
Fedex Ground Greenwood IN 11/2023 02/2024
Fedex Ground Greenwood IN 02/2024 06/2024
Charles Schwab & Co., Inc Indianapolis IN 05/2024 Present
  • 09/2012 → 06/2023
    Luca Pizza Di Roma
    Greenwood, IN
  • 06/2023 → 11/2023
    Unemployed
    Indianapolis, IN
  • 11/2023 → 02/2024
    Fedex Ground
    Greenwood, IN
  • 02/2024 → 06/2024
    Fedex Ground
    Greenwood, IN
  • 05/2024 → Present
    Charles Schwab & Co., Inc
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-18
S63 Uniform Securities Agent State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2025-06-18
  • S63 Uniform Securities Agent State Law Examination
    2024-09-18
Other Names
  • Orfeo Salvatore Amedeo Di Mizio

View on SEC IAPD

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