Thomas Bradley Green

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

• 06/2012 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2006 → Present
  Sole Proprietor
  Phoenix, AZ

Other Businesses

1) Self employment|Investment Related:No|15242 W. Morning Glory St;Goodyear;AZ;85338;USA|Construction - Residential/Commercial/Office|side work|2006-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|This is just performing side work for friends and referrals from friends who need help with electrical, HVAC or general automotive/construction work. This is not under any formal business entity and is not consistently requested. 2) Self Employed/Contract Work|Investment Related:No|Aviation - Flying & Flight Instruction|Commercial Pilot/Instructor|2024-12-16|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Various Commercial Aviation Jobs including but not limited to Flying Sky Divers, Towing Gliders and Instruction both Flight and Ground. Some missions are Charitable in Nature.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-15
• S63 Uniform Securities Agent State Law Examination
  2012-10-06