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Bryant Alexander Moritz

Charles Schwab & Co., Inc.

Westlake, TX

Nashville, TN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-29
  • TN RA
    APPROVED
    Since 2025-07-29

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Nashville, TN • 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
Td Ameritrade, Inc. Omaha NE 07/2020 09/2023
Creighton University Omaha NE 08/2019 05/2020
Peopleconnect Knoxville TN 06/2019 08/2019
Creighton University Omaha NE 08/2018 05/2019
Downers Grove Golf Course Downers Grove IL 05/2018 08/2018
Creighton University Omaha NE 08/2017 05/2018
Elmhurst Park District Elmhurst IL 05/2017 08/2018
Creighton University Omaha NE 08/2016 05/2017
Elmhurst Park District Elmhurst IL 05/2016 08/2016
Student Elmhurst IL 04/2014 05/2016
Charles Schwab & Co., Inc. Nashville TN 09/2023 Present
  • 07/2020 → 09/2023
    Td Ameritrade, Inc.
    Omaha, NE
  • 08/2019 → 05/2020
    Creighton University
    Omaha, NE
  • 06/2019 → 08/2019
    Peopleconnect
    Knoxville, TN
  • 08/2018 → 05/2019
    Creighton University
    Omaha, NE
  • 05/2018 → 08/2018
    Downers Grove Golf Course
    Downers Grove, IL
  • 08/2017 → 05/2018
    Creighton University
    Omaha, NE
  • 05/2017 → 08/2018
    Elmhurst Park District
    Elmhurst, IL
  • 08/2016 → 05/2017
    Creighton University
    Omaha, NE
  • 05/2016 → 08/2016
    Elmhurst Park District
    Elmhurst, IL
  • 04/2014 → 05/2016
    Student
    Elmhurst, IL
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-21
S66 Uniform Combined State Law Examination 2025-04-08
S63 Uniform Securities Agent State Law Examination 2022-03-11
  • S65 Uniform Investment Adviser Law Examination
    2025-07-21
  • S66 Uniform Combined State Law Examination
    2025-04-08
  • S63 Uniform Securities Agent State Law Examination
    2022-03-11
Other Names
  • Bryant Moritz

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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