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Brandy R Holesko

Charles Schwab & Co., Inc.

Phoenix, AZ

Longmont, CO

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-10-06
  • CO RA
    APPROVED
    Since 2022-10-06

Branch Locations

4750 E Francisco, Phoenix, AZ 85044 • United States

Longmont, CO • 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 Omaha NE 11/2017 12/2022
Kingsley Dental, Llc Omaha NE 08/2013 11/2017
Charles Schwab And Co., Inc. Omaha NE 12/2022 Present
  • 11/2017 → 12/2022
    Td Ameritrade
    Omaha, NE
  • 08/2013 → 11/2017
    Kingsley Dental, Llc
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Omaha, NE
Previous Registrations
  • 2018-05-22 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Lafayette, CO
    Omaha, NE
    Longmont, CO
  • 2018-05-22 → 2019-01-26
    Td Ameritrade Investment Management, Llc
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-18
  • S66 Uniform Combined State Law Examination
    2018-05-18

View on SEC IAPD

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