Brendan Robert Byrne

955,800 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-05
CO	RA	APPROVED	2023-02-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Denver	CO	05/2017	01/2021
Appalachian State Food Services	Boone	NC	07/2016	12/2016
Appalachian State University	Boone	NC	08/2012	05/2017
Robinhood Financial	Denver	CO	02/2021	10/2022
Robinhood Markets, Inc	Denver	CO	02/2021	10/2022
Charles Schwab & Co., Inc.	Lone Tree	CO	01/2023	Present
Teachers Insurance And Annuity	Denver	CO	12/2018	01/2021

05/2017 → 01/2021

Tiaa-Cref Individual & Institutional Services, Llc

Denver, CO
07/2016 → 12/2016

Appalachian State Food Services

Boone, NC
08/2012 → 05/2017

Appalachian State University

Boone, NC
02/2021 → 10/2022

Robinhood Financial

Denver, CO
02/2021 → 10/2022

Robinhood Markets, Inc

Denver, CO
01/2023 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
12/2018 → 01/2021

Teachers Insurance And Annuity

Denver, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-30
S63	Uniform Securities Agent State Law Examination	2017-07-08