Bryan Schlundt

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

2009 Park Place, El Segundo, CA 90245-4754 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Td Ameritrade	Mission Viejo	CA	06/2007	01/2021
Fidelity Investments	Brea	CA	01/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

2021-01-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Seal Beach, CA
2007-06-14 → 2021-01-11

Td Ameritrade Investment Management, Llc

Mission Viejo, CA

Irvine, CA
2007-06-14 → 2020-12-31

Td Ameritrade, Inc.

Irvine, CA

Mission Viejo, CA

Mission Viejo, CA

Irvine, CA
2004-10-14 → 2005-12-15

Charles Schwab & Co., Inc.

Irvine, CA
2003-10-07 → 2004-09-22

Strategic Advisers Llc

Sand Diego, CA
1999-08-31 → 2003-08-14

Charles Schwab & Co., Inc.

Laguna Hills, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-08-12
S63	Uniform Securities Agent State Law Examination	1995-07-28