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Brian Jordan Petersen

Charles Schwab & Co., Inc.

Alexandria, VA

Tysons Corner, VA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-05-23
  • VA RA
    APPROVED
    Since 2017-05-23

Branch Locations

1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • United States

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • 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 Bank Alexandria VA 10/2016 Present
Charles Schwab & Co., Inc. Alexandria VA 10/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-23
S63 Uniform Securities Agent State Law Examination 2016-05-18
  • S66 Uniform Combined State Law Examination
    2017-05-23
  • S63 Uniform Securities Agent State Law Examination
    2016-05-18
Other Names
  • Brian Petersen

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

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