Bryan Matthew Watson

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2019-09-26

CO RA
APPROVED

Since 2019-09-26

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Colorado, Denver	Denver	CO	06/2011	Present
Scottrade	Westminster	CO	04/2016	01/2018
Td Ameritrade	Southlake	TX	01/2018	04/2018
Charles Schwab & Co., Inc.	Lone Tree	CO	06/2018	Present

06/2011 → Present

University Of Colorado, Denver

Denver, CO
04/2016 → 01/2018

Scottrade

Westminster, CO
01/2018 → 04/2018

Td Ameritrade

Southlake, TX
06/2018 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-25
S63	Uniform Securities Agent State Law Examination	2016-06-21

S66 Uniform Combined State Law Examination

2019-09-25
S63 Uniform Securities Agent State Law Examination

2016-06-21

View on SEC IAPD