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Brooks Gilmore

Charles Schwab & Co., Inc.

Palm Beach Gardens, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-21
  • FL RA
    APPROVED
    Since 2025-05-21

Branch Locations

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • 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
Unemployed Dallas TX 05/2022 11/2022
South Eastern Auburn AL 08/2019 05/2022
Unemployed Auburn AL 07/2017 07/2019
Charles Schwab & Co., Inc. Westlake TX 11/2022 Present
Full-Time Education Tallahassee FL 08/2014 06/2017
Charles Schwab Bank Palm Beach Gardens FL 12/2024 Present
  • 05/2022 → 11/2022
    Unemployed
    Dallas, TX
  • 08/2019 → 05/2022
    South Eastern
    Auburn, AL
  • 07/2017 → 07/2019
    Unemployed
    Auburn, AL
  • 11/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2014 → 06/2017
    Full-Time Education
    Tallahassee, FL
  • 12/2024 → Present
    Charles Schwab Bank
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-20
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S65 Uniform Investment Adviser Law Examination
    2025-05-20
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24

View on SEC IAPD

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WIN ADVISORS, INC · PALM BEACH GARDENS, FL
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GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
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