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Brandon Paul Lombardo

Charles Schwab & Co., Inc.

Elkorn, NE

Chicago, IL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-06-24
TX RA APPROVED 2018-06-14
  • NE RA
    APPROVED
    Since 2026-06-24
  • TX RA
    APPROVED
    Since 2018-06-14

Branch Locations

Elkorn, NE • United States

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Td Ameritrade Omaha NE 10/2007 10/2016
First Command Financial Services Fort Worth TX 11/2016 05/2018
Charles Schwab & Co., Inc. Omaha NE 05/2018 Present
  • 10/2007 → 10/2016
    Td Ameritrade
    Omaha, NE
  • 11/2016 → 05/2018
    First Command Financial Services
    Fort Worth, TX
  • 05/2018 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
Previous Registrations
  • 2016-11-18 → 2018-06-15
    First Command Advisory Services
    Fort Worth, TX
  • 2008-01-18 → 2016-11-16
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Fort Worth, TX
  • 2008-01-18 → 2016-11-16
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Fort Worth, TX
  • 2007-08-09 → 2008-01-17
    Securities America Advisors, Inc.
    La Vista, NE
  • 2007-05-23 → 2007-07-20
    Securian Financial Services, Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-03
S63 Uniform Securities Agent State Law Examination 2007-02-23
  • S66 Uniform Combined State Law Examination
    2007-05-03
  • S63 Uniform Securities Agent State Law Examination
    2007-02-23

View on SEC IAPD

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BARTLETT & CO. WEALTH MANAGEMENT LLC
SCHWAB WEALTH ADVISORY, INC.
VALMARK ADVISERS, INC.

Other Investors

Jonathan Bruce Spencer
MICHAEL JAMES LICCAR
DAVID ANDREW VENTURA
Thomas John Laughlin
KENNETH JOHN ZIMMER
John S Landry
MICHAEL WILLIAM MANIATIS
MICHAEL J DEMARTINO

Other Offices

GC ADVISORS LLC · CHICAGO, IL
GC OPAL ADVISORS LLC · CHICAGO, IL
1ST & MAIN GROWTH PARTNERS · CHICAGO, IL
SIGNET PRIVATE WEALTH, LLC · CHICAGO, IL
CHARLES SCHWAB & CO., INC. · Chicago, IL
BEACON POINTE ADVISORS, LLC · Chicago, IL
BARTLETT & CO. WEALTH MANAGEMENT LLC · Chicago, IL
SCHWAB WEALTH ADVISORY, INC. · Chicago, IL

More in Elkorn, NE

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