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Kayla A Lukehart

Charles Schwab & Co., Inc.

Brookfield, WI

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-03-18
  • WI RA
    APPROVED
    Since 2022-03-18

Branch Locations

305 S Moorland Road, Brookfield, WI 53005 • 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 Brookfield WI 07/2016 12/2022
Charles Schwab & Co., Inc. Brookfield WI 12/2022 Present
Charles Schwab Bank Ssb Brookfield WI 07/2024 Present
  • 07/2016 → 12/2022
    Td Ameritrade
    Brookfield, WI
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Brookfield, WI
  • 07/2024 → Present
    Charles Schwab Bank Ssb
    Brookfield, WI
Previous Registrations
  • 2016-09-21 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    Brookfield, WI
  • 2016-09-21 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    Brookfield, WI
    San Diego, CA
    Omaha, NE
    San Diego, CA
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-20
  • S66 Uniform Combined State Law Examination
    2016-09-20
Other Names
  • Kayla Ann Myers
  • Kayla Myers
  • Kayla Myers
  • Kayla A Lukehart
  • Kayla A Lukehart
  • Kayla Lukehart

View on SEC IAPD

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Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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