Brenda Whitlock Ghosh

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Charles Schwab & Co., Inc.
  Phoenix, CA
• 04/2008 → Present
  Real Estate/Property Management
  Phoenix, AZ
• 01/2024 → Present
  Charles Schwab Bank
  Phoenix, AZ
• 01/2024 → Present
  Charles Schwab Premier Bank
  Phoenix, AZ
• 01/2024 → Present
  Charles Schwab Trust Bank
  Phoenix, AZ

Previous Registrations

• 2012-03-05 → 2013-10-18
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2012-03-02
• S63 Uniform Securities Agent State Law Examination
  2006-08-31

Other Names

• Brenda Eileen Whitlock
• Brenda Eileen Whitlock
• Brenda Eileen Whitlock Ghosh