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Brandon Kyle Westerfield

Charles Schwab & Co., Inc.

Gaithersburg, MD

Annapolis, MD

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-03-03
  • MD RA
    APPROVED
    Since 2026-03-03

Branch Locations

108 Ellington Blvd, Gaithersburg, MD 20878-4552 • United States

1901 Towne Center Boulevard Suite 145, Annapolis, MD 21401 • 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
Fidelity Investments Rockville MD 06/2022 03/2025
Full Time Education Clemson SC 08/2018 05/2022
Miles River Yacht Club Saint Michaels MD 06/2016 08/2021
West Marine Easton MD 05/2017 05/2022
Grubhub Clemson SC 10/2019 07/2020
Instacart Clemson SC 10/2019 07/2021
Fidelity Investments Rockville MD 03/2025 02/2026
Charles Schwab & Co., Inc. Annapolis MD 02/2026 Present
Wl Holdings, Llc Easton MD 08/2021 12/2023
Charles Schwab Bank, Ssb Annapolis MD 02/2026 Present
  • 06/2022 → 03/2025
    Fidelity Investments
    Rockville, MD
  • 08/2018 → 05/2022
    Full Time Education
    Clemson, SC
  • 06/2016 → 08/2021
    Miles River Yacht Club
    Saint Michaels, MD
  • 05/2017 → 05/2022
    West Marine
    Easton, MD
  • 10/2019 → 07/2020
    Grubhub
    Clemson, SC
  • 10/2019 → 07/2021
    Instacart
    Clemson, SC
  • 03/2025 → 02/2026
    Fidelity Investments
    Rockville, MD
  • 02/2026 → Present
    Charles Schwab & Co., Inc.
    Annapolis, MD
  • 08/2021 → 12/2023
    Wl Holdings, Llc
    Easton, MD
  • 02/2026 → Present
    Charles Schwab Bank, Ssb
    Annapolis, MD
Previous Registrations
  • 2025-03-31 → 2026-02-27
    Strategic Advisers Llc
    Rockville, MD
    Rockville, MD
    Frederick, MD
    Boston, MA
  • 2023-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-10
S63 Uniform Securities Agent State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2023-02-10
  • S63 Uniform Securities Agent State Law Examination
    2022-08-19
Designations

View on SEC IAPD

Other Firms

SHERMAN WEALTH MANAGEMENT LLC
PRIVATE CLIENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
PLANVEST FINANCIAL, INC.
SERENE FINANCIAL SOLUTIONS

Other Investors

BRADLEY L SHERMAN
Ashley Rose Perlmutter
MARGUERITA MARIA CHENG
ROBERT ALAN KARCZ
ANITA ACEVEDO
LEI SHI
I SHIUAN LEE
Yu-Huang Lee

Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD
PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD
COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD
PFS INVESTMENTS INC. · GAITHERSBURG, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD
CHARLES SCHWAB & CO., INC. · Gaithersburg, MD
WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD
PLANVEST FINANCIAL, INC. · GAITHERSBURG, MD

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