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Brad Lewis Heaps

Farther

San Francisco, CA

Roseville, CA

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-24
  • CA RA
    APPROVED
    Since 2026-02-24

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Roseville, CA • 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. Roseville CA 02/2007 02/2026
Charles Schwab Bank, Ssb Roseville CA 03/2007 02/2026
Farther Roseville CA 02/2026 Present
Previous Registrations
Other Businesses

Independent Insurance Agent; not investment-related; started 03/2005; approximately 1 hour per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-07
  • S66 Uniform Combined State Law Examination
    2005-02-07
Designations
Other Names
  • Brad Heaps

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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