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Inactive

David Peterson

Teeple Snyder Newsome Wealth & Tax Management

Brownsburg, IN

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Current Employers
Teeple Snyder Newsome Wealth & Tax Management

111 East Main Street, Brownsburg, IN 46112 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-06
  • IN RA
    APPROVED
    Since 2025-03-06

Branch Locations

111 East Main Street, Brownsburg, IN 46112 • 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
Trinity Mennonite Church Glendale AZ 10/2014 08/2022
Charles Schwab & Co., Inc. Indianapolis IN 11/2024 01/2025
Married Money Financial Counseling Carmel IN 08/2022 07/2024
Charles Schwab & Co., Inc. Indianapolis IN 07/2024 01/2025
Teeple Wealth Management, Llc Brownsburg IN 03/2025 Present
  • 10/2014 → 08/2022
    Trinity Mennonite Church
    Glendale, AZ
  • 11/2024 → 01/2025
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 08/2022 → 07/2024
    Married Money Financial Counseling
    Carmel, IN
  • 07/2024 → 01/2025
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 03/2025 → Present
    Teeple Wealth Management, Llc
    Brownsburg, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-14
S63 Uniform Securities Agent State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2025-02-14
  • S63 Uniform Securities Agent State Law Examination
    2024-11-26

View on SEC IAPD

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Other Investors

CHRISTOPHER MICHAEL MCCREERY
Samuel J Lowe
Matthew Tyler Snyder
Aaron Sean Downs
MATTHEW JOEL TEEPLE
Kimberly Rene' Newsome
Timothy Alan Dukeman
Jason Herbert Berkholz

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · BROWNSBURG, IN
EDWARD JONES · Brownsburg, IN
EDWARD JONES · BROWNSBURG, IN
EDWARD JONES · BROWNSBURG, IN
KEY INVESTMENT SERVICES LLC · BROWNSBURG, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Brownsburg, IN
FIFTH THIRD SECURITIES, INC. · BROWNSBURG, IN
J.P. MORGAN SECURITIES LLC · BROWNSBURG, IN

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