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Brian Joseph Olson

Charles Schwab & Co., Inc.

Troy, MI

Millburn, NJ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2014-10-31
  • NJ RA
    APPROVED
    Since 2014-10-31

Branch Locations

987 Wilshire Drive Suite A, Troy, MI 48084 • United States

350 Millburn Ave, Millburn, NJ 07041 • 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. Millburn NJ 09/1997 Present
Charles Schwab Bank, Ssb Millburn NJ 02/2005 Present
Td Ameritrade, Inc. Millburn NJ 07/2021 06/2024
  • 09/1997 → Present
    Charles Schwab & Co., Inc.
    Millburn, NJ
  • 02/2005 → Present
    Charles Schwab Bank, Ssb
    Millburn, NJ
  • 07/2021 → 06/2024
    Td Ameritrade, Inc.
    Millburn, NJ
Previous Registrations
  • 2022-07-19 → 2022-10-14
    Td Ameritrade, Inc.
    Bridgewater, NJ
    Omaha, NE
    Millburn, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-22
S63 Uniform Securities Agent State Law Examination 1998-02-25
  • S66 Uniform Combined State Law Examination
    2003-09-22
  • S63 Uniform Securities Agent State Law Examination
    1998-02-25

View on SEC IAPD

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SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

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MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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