Brianne C Martinoni

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	2024-02-01
AZ	RA	APPROVED	2023-05-25

Branch Locations

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Phoenix	AZ	07/2018	05/2020
Michael Kors	Tucson	AZ	11/2016	01/2017
Menlo Group Commercial Real Estate	Mesa	AZ	05/2017	08/2017
University Of Arizona	Phoenix	AZ	08/2014	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Scottsdale	AZ	05/2020	04/2023
Charles Schwab & Co., Inc.	Phoenix	AZ	05/2023	Present
Charles Schwab Bank, Ssb	Phoenix	AZ	05/2023	Present

07/2018 → 05/2020

Charles Schwab & Co., Inc.

Phoenix, AZ
11/2016 → 01/2017

Michael Kors

Tucson, AZ
05/2017 → 08/2017

Menlo Group Commercial Real Estate

Mesa, AZ
08/2014 → 05/2018

University Of Arizona

Phoenix, AZ
05/2020 → 04/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scottsdale, AZ
05/2023 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
05/2023 → Present

Charles Schwab Bank, Ssb

Phoenix, AZ

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-13
S63	Uniform Securities Agent State Law Examination	2019-04-26

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