Brandon Lev

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-12-11

AZ RA
APPROVED

Since 2024-12-11

Branch Locations

16165 North 83Rd Ave Suite #200, Peoria, AZ 85382 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Peoria	AZ	04/2021	Present
Charles Schwab Trust Bank	Phoenix	AZ	04/2021	01/2025
Usaa	Phoenix	AZ	11/2015	03/2021

04/2021 → Present

Charles Schwab & Co., Inc.

Peoria, AZ
04/2021 → 01/2025

Charles Schwab Trust Bank

Phoenix, AZ
11/2015 → 03/2021

Usaa

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-25

S66 Uniform Combined State Law Examination

2024-10-25

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Exams

Reviews