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David M Kroner

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-04
IN RA APPROVED 2015-07-21
  • TX RA
    APPROVED
    Since 2022-02-04
  • IN RA
    APPROVED
    Since 2015-07-21

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
Charles Schwab & Co., Inc. Indianapolis IN 04/2000 Present
Schwab Wealth Advisory Inc Indianapolis IN 01/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-23
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S66 Uniform Combined State Law Examination
    2013-07-23
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Designations
Other Names
  • David M Kroner
  • David Michael Kroner

View on SEC IAPD

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