Alan Bradley Faerber

Current Employers

Employment History

• 06/2009 → 09/2018
  Scottrade, Inc.
  Ogden, UT
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Midvale, UT
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 12/2022 → 06/2025
  Charles Schwab And Co., Inc.
  Ogden, UT
• 06/2025 → Present
  Everspire
  Midvale, UT

Previous Registrations

• 2024-10-03 → 2025-06-05
  Bountiful Financial Planning Llc
  West Bountiful, UT
• 2022-03-02 → 2024-01-10
  Charles Schwab & Co., Inc.
  Cottonwood Heights, UT
  Cottonwood Heights, UT
• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Midvale, UT
  Cottonwood Heights, UT
• 2018-03-06 → 2022-10-14
  Td Ameritrade, Inc.
  Cottonwood Heights, UT
• 2016-06-24 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

TomiPlan - Investment Related; Everspire 6900 S 900 E, STE 200, Midvale, UT 84047, Financial Planning, Senior Financial Planner, 06/2025 to present; TomiPlan takes consumers through the Financial Planning process as outlined by the CFP Board except for implementation. No securities or financial products are offered at TomiPlan. 150 hours a month and all hours are during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-23
• S63 Uniform Securities Agent State Law Examination
  2007-06-05

Designations

Other Names

• Alan B Faerber