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Bridgett Mary Hoefs

Charles Schwab & Co., Inc.

Bedford, NH

CRD 6808586

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-01-26
  • NH RA
    APPROVED
    Since 2022-01-26

Branch Locations

10 Main Street, Bedford, NH 03110 • 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 Manchester NH 05/2017 12/2022
Td Bank Hillsboro NH 07/2015 05/2017
Charles Schwab & Co., Inc. Bedford NH 12/2022 Present
Charles Schwab Bank, Ssb Bedford NH 11/2023 Present
  • 05/2017 → 12/2022
    Td Ameritrade
    Manchester, NH
  • 07/2015 → 05/2017
    Td Bank
    Hillsboro, NH
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Bedford, NH
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Bedford, NH
Previous Registrations
  • 2017-10-06 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Manchester, NH
    Manchester, NH
  • 2017-10-06 → 2022-10-14
    Td Ameritrade, Inc.
    Bedford, NH
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-05
  • S66 Uniform Combined State Law Examination
    2017-10-05
Other Names
  • Bridgett Mary Sherman
  • Bridgett M Crossman

View on SEC IAPD

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