Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-21
TX RA APPROVED_RES 2019-01-02
CO RA APPROVED 2007-01-11
  • FL RA
    APPROVED
    Since 2026-07-21
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CO RA
    APPROVED
    Since 2007-01-11

Branch Locations

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Palm Beach Gardens FL 12/2005 Present
Charles Schwab Bank, Ssb Palm Beach Gardens FL 03/2007 Present
  • 12/2005 → Present
    Palm Beach Gardens, FL
  • 03/2007 → Present
    Charles Schwab Bank, Ssb
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-10
S63 Uniform Securities Agent State Law Examination 2005-09-09
  • S66 Uniform Combined State Law Examination
    2007-01-10
  • S63 Uniform Securities Agent State Law Examination
    2005-09-09
Designations
Other Names
  • Brett Woodward
  • David Brett Woodward

View on SEC IAPD

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor