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Mckay Bradley Mertz

Charles Schwab & Co., Inc.

Reston, 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 2022-05-09
IN RA APPROVED 2021-07-21
  • VA RA
    APPROVED
    Since 2022-05-09
  • IN RA
    APPROVED
    Since 2021-07-21

Branch Locations

11953 Freedom Drive, Reston, VA 20190 • 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. Reston VA 08/2020 Present
Allstate Insurance: Ryan Larson Agency Provo UT 08/2018 08/2020
Topo Financial Bountiful UT 04/2018 08/2018
Sunpro Construction Lindon UT 05/2016 04/2018
Charles Schwab Bank, Ssb Reston VA 01/2022 Present
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    Reston, VA
  • 08/2018 → 08/2020
    Allstate Insurance: Ryan Larson Agency
    Provo, UT
  • 04/2018 → 08/2018
    Topo Financial
    Bountiful, UT
  • 05/2016 → 04/2018
    Sunpro Construction
    Lindon, UT
  • 01/2022 → Present
    Charles Schwab Bank, Ssb
    Reston, VA
Other Businesses

1) Mascot Books | Investment Related:No|Printing/Publishing|Author|7/1/2019|Less than 20|0|Before being employed with Schwab I self-published a science fiction novel with a hybrid publisher and they made the physical novel available for purchase on Amazon.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-21
  • S66 Uniform Combined State Law Examination
    2021-07-21

View on SEC IAPD

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HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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