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Bryan M Parrish

Charles Schwab & Co., Inc.

Naperville, IL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-11
  • IL RA
    APPROVED
    Since 2024-01-11

Branch Locations

19 West Chicago Ave, Naperville, IL 60540-5301 • 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
Northern Illinois University Dekalb IL 08/2015 12/2016
First Command Financial Planning, Inc. Fort Worth TX 09/2016 04/2017
First Command Financial Planning, Inc. Fort Worth TX 04/2017 12/2017
First Command Advisory Services, Inc. Fort Worth TX 04/2017 12/2017
First Command Insurance Services, Inc. Fort Worth TX 04/2017 12/2017
First Command Insurance Services, Inc. Fort Worth TX 02/2018 02/2019
First Command Financial Planning, Inc. Fort Worth TX 02/2018 02/2019
First Command Advisory Services, Inc. Fort Worth TX 02/2018 02/2019
Geiger Wealth Oak Brook IL 02/2019 09/2019
First Command Advisory Services, Inc. Fort Worth TX 10/2019 09/2023
First Command Financial Planning, Inc. Fort Worth TX 10/2019 09/2023
Charles Schwab & Co., Inc Naperville IL 11/2023 Present
Charles Schwab Bank Ssb Naperville IL 11/2023 Present
  • 08/2015 → 12/2016
    Northern Illinois University
    Dekalb, IL
  • 09/2016 → 04/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2017 → 12/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2017 → 12/2017
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2017 → 12/2017
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 02/2018 → 02/2019
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 02/2018 → 02/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 02/2018 → 02/2019
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2019 → 09/2019
    Geiger Wealth
    Oak Brook, IL
  • 10/2019 → 09/2023
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 10/2019 → 09/2023
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2023 → Present
    Charles Schwab & Co., Inc
    Naperville, IL
  • 11/2023 → Present
    Charles Schwab Bank Ssb
    Naperville, IL
Previous Registrations
Other Businesses

1) Bryan Parrish | Investment Related:No|1850 Waverly Way|Montgomery|IL|60538|USA|Real Estate (Non-Agent/Broker)|Landlord|4/1/2025|Less than 20|0|Property Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-17
  • S66 Uniform Combined State Law Examination
    2017-02-17
Other Names
  • Bryan Parrish

View on SEC IAPD

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