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Brayden Daniel Vogel

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6996921

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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
CO RA APPROVED 2020-07-31
  • CO RA
    APPROVED
    Since 2020-07-31

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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 Lone Tree CO 07/2018 Present
The Alibi Pub Laramie WY 06/2017 07/2017
Chi Omega Fraternity/Sorority Laramie WY 10/2013 09/2016
University Of Wyoming College Of Ag. Dean's Office Laramie WY 07/2017 05/2018
University Of Wyoming Laramie WY 10/2016 05/2017
Vogel And Sautner Farms/Ranch Hoven SD 05/2018 07/2018
Charles Schwab Bank Ssb Lone Tree CO 08/2020 Present
  • 07/2018 → Present
    Lone Tree, CO
  • 06/2017 → 07/2017
    The Alibi Pub
    Laramie, WY
  • 10/2013 → 09/2016
    Chi Omega Fraternity/Sorority
    Laramie, WY
  • 07/2017 → 05/2018
    University Of Wyoming College Of Ag. Dean's Office
    Laramie, WY
  • 10/2016 → 05/2017
    University Of Wyoming
    Laramie, WY
  • 05/2018 → 07/2018
    Vogel And Sautner Farms/Ranch
    Hoven, SD
  • 08/2020 → Present
    Charles Schwab Bank Ssb
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-31
S63 Uniform Securities Agent State Law Examination 2018-11-12
  • S66 Uniform Combined State Law Examination
    2020-07-31
  • S63 Uniform Securities Agent State Law Examination
    2018-11-12

View on SEC IAPD

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