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Bryce Caleb Howard

Charles Schwab & Co., Inc.

Cottonwood Heights, UT

CRD 6993165

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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
UT RA APPROVED 2022-08-22
  • UT RA
    APPROVED
    Since 2022-08-22

Branch Locations

6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 07/2018 04/2019
F45 Vegas Llc Henderson NV 01/2018 07/2018
F45 Training Venice Venice CA 04/2016 01/2018
Cycle House West Hollywood CA 08/2014 09/2016
Vision Los Angeles Los Angeles CA 07/2014 07/2018
Bank Of America, N.A. Henderson NV 10/2018 04/2019
Platefit Los Angeles CA 04/2019 10/2019
Fidelity Brokerage Serivces Llc Salt Lake City UT 10/2019 04/2022
Td Ameritrade, Inc Cottonwood Heights UT 04/2022 06/2024
Charles Schwab & Co., Inc. Cottonwood Heights UT 07/2022 Present
Td Ameritrade Investment Management, Llc. Cottonwood Heights UT 06/2022 06/2024
Charles Schwab Bank, Ssb Cottonwood Heights UT 12/2022 Present
  • 07/2018 → 04/2019
    Henderson, NV
  • 01/2018 → 07/2018
    F45 Vegas Llc
    Henderson, NV
  • 04/2016 → 01/2018
    F45 Training Venice
    Venice, CA
  • 08/2014 → 09/2016
    Cycle House
    West Hollywood, CA
  • 07/2014 → 07/2018
    Vision Los Angeles
    Los Angeles, CA
  • 10/2018 → 04/2019
    Bank Of America, N.A.
    Henderson, NV
  • 04/2019 → 10/2019
    Platefit
    Los Angeles, CA
  • 10/2019 → 04/2022
    Fidelity Brokerage Serivces Llc
    Salt Lake City, UT
  • 04/2022 → 06/2024
    Td Ameritrade, Inc
    Cottonwood Heights, UT
  • 07/2022 → Present
    Cottonwood Heights, UT
  • 06/2022 → 06/2024
    Td Ameritrade Investment Management, Llc.
    Cottonwood Heights, UT
  • 12/2022 → Present
    Charles Schwab Bank, Ssb
    Cottonwood Heights, UT
Previous Registrations
  • 2022-06-29 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Cottonwood Heights, UT
  • 2022-06-29 → 2022-10-14
    Td Ameritrade, Inc.
    Cottonwood Heights, UT
    Omaha, NE
  • 2019-11-21 → 2022-05-08
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-01-09 → 2019-05-02
    Henderson, NV
    New York, NY
Other Businesses

1) ICON Health|Investment Related: No|1255 E 3900 S, Millcreek, UT, 84124, USA|Pharmaceuticals|Research Participant|10/24/2023|20-40 hour/month - 1 during trading hours|Compensated research participant for a healthy individual study that tests pharmaceuticals for government approval.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-27
  • S66 Uniform Combined State Law Examination
    2018-12-27
Other Names
  • Bryce Howard
  • Bryce C Howard

View on SEC IAPD

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