Channing Elizabeth Longman

CRD 6064622 · Charles Schwab & Co., Inc. · Indianapolis, IN

IA RegisteredBroker

Also appears in the source record as: Channing Elizabeth Erwin; Channing Elizabeth Miracle

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (32): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · District Of Columbia · Florida · Hawaii · Illinois · Indiana · Kansas · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · South Carolina · Tennessee · Texas · Utah · Washington · Wisconsin
Years in the industry (source record): 13
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (6)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Indianapolis, IN · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Indianapolis, IN · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Indianapolis, IN · IA capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Boston, MA · IA capacity

Jul 13, 2018 → Nov 13, 2020
Fidelity Brokerage Services LLC
Carmel, IN · BC capacity

Aug 6, 2012 → Nov 12, 2020
Strategic Advisers LLC
Carmel, IN · IA capacity

May 13, 2014 → Jul 13, 2018

Source & corrections

Where this page comes from

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