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Brett Oland

Charles Schwab & Co., Inc.

Oakland, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-23
  • CA RA
    APPROVED
    Since 2025-04-23

Branch Locations

180 Grand Avenue, Oakland, CA 94612 • 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
Td Ameritrade Southlake TX 09/2018 11/2019
Monkey Sports Allen TX 11/2017 09/2018
Braum's Frisco TX 09/2017 11/2017
A-Game Grill Frisco TX 03/2014 09/2017
Allen Sports Association Allen TX 02/2014 05/2017
Fisher Investment Plano TX 02/2022 02/2024
Td Ameritrade Irvine CA 11/2019 02/2022
Charles Schwab & Co., Inc. Oakland CA 04/2025 Present
Pruco Securities, Llc. Newark NJ 08/2024 04/2025
Unemployed Plano TX 03/2024 07/2024
Charles Schwab Bank Oakland CA 04/2025 Present
  • 09/2018 → 11/2019
    Td Ameritrade
    Southlake, TX
  • 11/2017 → 09/2018
    Monkey Sports
    Allen, TX
  • 09/2017 → 11/2017
    Braum's
    Frisco, TX
  • 03/2014 → 09/2017
    A-Game Grill
    Frisco, TX
  • 02/2014 → 05/2017
    Allen Sports Association
    Allen, TX
  • 02/2022 → 02/2024
    Fisher Investment
    Plano, TX
  • 11/2019 → 02/2022
    Td Ameritrade
    Irvine, CA
  • 04/2025 → Present
    Charles Schwab & Co., Inc.
    Oakland, CA
  • 08/2024 → 04/2025
    Pruco Securities, Llc.
    Newark, NJ
  • 03/2024 → 07/2024
    Unemployed
    Plano, TX
  • 04/2025 → Present
    Charles Schwab Bank
    Oakland, CA
Previous Registrations
  • 2022-02-21 → 2024-02-27
    Fisher Investments
    Plano, TX
    Plano, TX
  • 2022-01-26 → 2022-02-10
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 2019-11-18 → 2022-02-10
    Td Ameritrade, Inc.
    Westlake, TX
    Brea, CA
    Irvine, CA
  • 2019-11-18 → 2022-02-10
    Td Ameritrade Investment Management, Llc
    Southlake, TX
    Yorba Linda, CA
    Irvine, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-09-28
S66 Uniform Combined State Law Examination 2019-11-15
  • S63 Uniform Securities Agent State Law Examination
    2024-09-28
  • S66 Uniform Combined State Law Examination
    2019-11-15
Other Names
  • Brett Oland
  • Brett M Oland

View on SEC IAPD

Other Firms

INFINITY FINANCIAL SERVICES ADVISORY
CETERA INVESTMENT ADVISERS LLC
HOODOO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
FM CAPITAL GROUP
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC
FINANCIAL AVENGERS, INC.

Other Investors

GREGORY BURTON GILBERT
STERLING CARMEN HIRSCH
Mark CHRISTOPHER DeVito
Daire Peter Heneghan
Roscoe Herman Harris
AARON KURT PHILLIPS
WILLIAM STUART MONSTED
Randall w Silvey

Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

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