Timothy Scott Brady

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 03/2018
  Scottrade
  Irvine, CA
• 03/2018 → 05/2018
  Unemployed
  Aliso Viejo, CA
• 11/2019 → 12/2022
  Td Ameritrade, Inc.
  Irvine, CA
• 07/2018 → 09/2019
  Rescue One
  Irvine, CA
• 06/2018 → 09/2019
  Jrs Investments And Wealth Preservation
  Benton City, WA
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Irvine, CA
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Irvine, CA

Previous Registrations

• 2019-12-04 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Irvine, CA
  Irvine, CA
• 2019-12-04 → 2022-10-14
  Td Ameritrade, Inc.
  Irvine, CA
• 2018-06-25 → 2019-09-25
  Jrs Investments And Wealth Preservation, Llc
  Aliso Viejo, CA
• 2016-06-27 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1) Pacific Providence | Investment Related:No|30 N Gould St STE R|Sheridan|WY|82801|USA|Other|Manager|8/25/2025|Less than 20|0|Process paperwork, transfer assets, , 2) Cactii Labs | Investment Related:No|We do not have an address at this point. It will be based out of an LLC likely in WY|Sheridan|WY|82801|USA|Personal/Household Services|Part owner|7/1/2026|Less than 20|0|Will help with marketing and maintaining of online store geared towards wellness and wellness products.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-11

Other Names

• Tim S Brady
• Tim Brady