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Bradley C Hall

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 5901362

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-22
CO RA APPROVED 2026-01-12
  • LA RA
    APPROVED
    Since 2026-01-22
  • CO RA
    APPROVED
    Since 2026-01-12

Branch Locations

Lone Tree, CO • 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 Lone Tree CO 07/2022 Present
Verizon Wireless Colorado Springs CO 10/2015 10/2016
Equity Colorado Real Estate Colorado Springs CO 01/2017 06/2022
Colorado Springs Powersports Colorado Springs CO 12/2021 02/2022
Charles Schwab Wealth Advisory, Inc Lone Tree CO 01/2026 Present
  • 07/2022 → Present
    Charles Schwab & Co., Inc
    Lone Tree, CO
  • 10/2015 → 10/2016
    Verizon Wireless
    Colorado Springs, CO
  • 01/2017 → 06/2022
    Equity Colorado Real Estate
    Colorado Springs, CO
  • 12/2021 → 02/2022
    Colorado Springs Powersports
    Colorado Springs, CO
  • 01/2026 → Present
    Charles Schwab Wealth Advisory, Inc
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-14
S63 Uniform Securities Agent State Law Examination 2025-04-05
  • S66 Uniform Combined State Law Examination
    2025-11-14
  • S63 Uniform Securities Agent State Law Examination
    2025-04-05
Other Names
  • Bradley Canton Hall

View on SEC IAPD

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