Best Investors Account Sign in

Bradley Franklin Reese

Schwab Wealth Advisory, Inc.

Westlake, TX

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-11
  • TX RA
    APPROVED
    Since 2026-08-11

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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 Inc. Westlake TX 10/2007 06/2024
Charles Schwab And Co., Inc. Westlake TX 12/2022 Present
Schwab Wealth Advisory Inc. Westlake TX 08/2026 Present
  • 10/2007 → 06/2024
    Td Ameritrade Inc.
    Westlake, TX
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Westlake, TX
  • 08/2026 → Present
    Schwab Wealth Advisory Inc.
    Westlake, TX
Previous Registrations
  • 2015-06-25 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
    Westlake, TX
  • 2015-06-24 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Chicago, IL
    Fort Worth, TX
    Westlake, TX
    Westlake, TX
  • 2007-04-18 → 2007-10-23
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-24
  • S66 Uniform Combined State Law Examination
    2015-06-24
Designations
Other Names
  • Brad Reese

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor