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Lynsey Rae Hazelwood

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 7916812

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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 2025-11-17
  • IN RA
    APPROVED
    Since 2025-11-17

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
Hooters Indianapolis IN 05/2017 03/2023
Tupelo Honey Indianapolis IN 04/2023 06/2023
Club Esprit, Llc Indianapolis IN 04/2023 06/2023
Rejoyce Financial, Llc Carmel IN 06/2023 01/2024
Unemployed Indianapolis IN 04/2017 05/2017
Yard House Indianapolis IN 07/2016 03/2017
Charles Schwab & Co., Inc. Indianapolis IN 06/2024 Present
Unemployed Indianapolis IN 01/2024 05/2024
  • 05/2017 → 03/2023
    Hooters
    Indianapolis, IN
  • 04/2023 → 06/2023
    Tupelo Honey
    Indianapolis, IN
  • 04/2023 → 06/2023
    Club Esprit, Llc
    Indianapolis, IN
  • 06/2023 → 01/2024
    Rejoyce Financial, Llc
    Carmel, IN
  • 04/2017 → 05/2017
    Unemployed
    Indianapolis, IN
  • 07/2016 → 03/2017
    Yard House
    Indianapolis, IN
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2024 → 05/2024
    Unemployed
    Indianapolis, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-24
S65 Uniform Investment Adviser Law Examination 2024-04-19
  • S63 Uniform Securities Agent State Law Examination
    2024-10-24
  • S65 Uniform Investment Adviser Law Examination
    2024-04-19

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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