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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-04 |
| IN | RA | APPROVED | 2012-01-03 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 09/2005 | Present |
| Schwab Wealth Advisory Inc | Indianapolis | IN | 01/2012 | Present |
1) St. Luke's United Methodist Church | Investment Related:No|100 W. 86th St.|Indianapolis|IN|46260|USA|Other|Finance Committee Member|5/1/2016|Less than 20|0|As members of the committee, we?ll recommend changes in church spending to adjust to the governerning board?s mission. Secure budget requests from staff and church committees and teams in order to advise on the prepare and adjust the budget. Review the church?s financial statements. Establish and periodically review policies and procedures for designated gifts and funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-30 |
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