Bryson T Banks

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 05/2014 → 05/2018
  Indiana University At Bloomington
  Bloomington, IN
• 08/2017 → 05/2018
  African American Arts Institute
  Bloomington, IN
• 06/2018 → 09/2018
  New Canvassing Experience
  Austin, TX
• 09/2018 → 05/2020
  Bc Forward At Accenture
  Austin, TX
• 07/2020 → 09/2020
  Angie's List
  Imdianapolis, IN
• 11/2017 → 12/2020
  Make 'EM Pop Creations
  South Bend, IN
• 06/2018 → 06/2018
  Austin Focus
  Austin, TX
• 01/2025 → Present
  Charles Schwab Bank, Ssb
  Indianapolis, IN

Other Businesses

1) Make 'Em Pop Creations LLC | Investment Related:No|Other|Member |1/11/2024||0|Oversee client interactions & marketing via google and social media platforms, managing budget via quickbooks and potentially providing payroll for future employees, updating and amending legal documentation to keep business in compliance with state & federal guidelines.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-28

Other Names

• Bryson Timothy Banks
• Bryson Banks