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Brenden Peterson

Charles Schwab & Co., Inc.

Irvine, CA

CRD 7407829

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-29
  • CA RA
    APPROVED
    Since 2022-01-29

Branch Locations

2825 Main Street, Irvine, CA 92614 • 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. Irvine CA 07/2021 Present
Charles Schwab Bank, Ssb Irvine CA 07/2021 Present
Chicago Title Irvine CA 08/2020 05/2021
Metlife Irvine CA 06/2019 09/2019
Montage Resorts Laguna Niguel CA 04/2017 06/2019
Eugene Country Club Eugene CA 10/2019 03/2020
Student Rancho Santa Margarita CA 01/2010 04/2017
Student Eugene OR 03/2020 07/2020
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 07/2021 → Present
    Charles Schwab Bank, Ssb
    Irvine, CA
  • 08/2020 → 05/2021
    Chicago Title
    Irvine, CA
  • 06/2019 → 09/2019
    Metlife
    Irvine, CA
  • 04/2017 → 06/2019
    Montage Resorts
    Laguna Niguel, CA
  • 10/2019 → 03/2020
    Eugene Country Club
    Eugene, CA
  • 01/2010 → 04/2017
    Student
    Rancho Santa Margarita, CA
  • 03/2020 → 07/2020
    Student
    Eugene, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-28
  • S66 Uniform Combined State Law Examination
    2022-01-28

View on SEC IAPD

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