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Carson Tipton

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 7969337

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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 2026-05-28
  • IN RA
    APPROVED
    Since 2026-05-28

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
King Jugg Fishers IN 07/2024 09/2024
Uber San Francisco CA 08/2022 03/2024
Doordash San Francisco CA 08/2020 08/2022
Kroger Fishers IN 01/2019 01/2020
Crew Carwash Indianapolis IN 01/2019 01/2020
Hacienda Vieja Pendleton IN 01/2016 01/2018
Charles Schwab & Co., Inc. Indianapolis IN 09/2024 Present
Unemployed Indianapolis IN 01/2018 01/2019
Unemployed Indianapolis IN 01/2020 08/2020
Unemployed Indianapolis IN 03/2024 07/2024
  • 07/2024 → 09/2024
    King Jugg
    Fishers, IN
  • 08/2022 → 03/2024
    Uber
    San Francisco, CA
  • 08/2020 → 08/2022
    Doordash
    San Francisco, CA
  • 01/2019 → 01/2020
    Kroger
    Fishers, IN
  • 01/2019 → 01/2020
    Crew Carwash
    Indianapolis, IN
  • 01/2016 → 01/2018
    Hacienda Vieja
    Pendleton, IN
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2018 → 01/2019
    Unemployed
    Indianapolis, IN
  • 01/2020 → 08/2020
    Unemployed
    Indianapolis, IN
  • 03/2024 → 07/2024
    Unemployed
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-28
S63 Uniform Securities Agent State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2026-05-28
  • S63 Uniform Securities Agent State Law Examination
    2025-02-03

View on SEC IAPD

Nearby Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC

Nearby Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT

Nearby Offices

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

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