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Shannon Louise Brennan

Charles Schwab & Co., Inc.

Bend, OR

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-23
  • OR RA
    APPROVED
    Since 2026-01-23

Branch Locations

744 Nw Bond St, Suite A, Bend, OR 97703 • 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
Mid Oregon Credit Union Redmond OR 01/2024 10/2025
Umpqua Bank (Formerly Columbia Bank) Redmond OR 08/2022 11/2023
Summit Funding Bend OR 03/2022 08/2022
Best Med (Formerly Nova, Formerly Your Care) Redmond OR 05/2021 03/2022
Lifetime Vision Care Bend OR 08/2020 05/2021
Oregon Health Sciences University Portland OR 12/2019 08/2020
Full Time Education Eugene OR 01/2018 06/2019
Full Time Education Bozeman MT 08/2015 12/2017
Lpl Financial Llc San Diego CA 01/2024 12/2025
St. Charles Hospital Bend OR 06/2019 12/2019
Charles Schwab & Co., Inc. Bend OR 01/2026 Present
Charles Schwab Bank Bend OR 01/2026 Present
  • 01/2024 → 10/2025
    Mid Oregon Credit Union
    Redmond, OR
  • 08/2022 → 11/2023
    Umpqua Bank (Formerly Columbia Bank)
    Redmond, OR
  • 03/2022 → 08/2022
    Summit Funding
    Bend, OR
  • 05/2021 → 03/2022
    Best Med (Formerly Nova, Formerly Your Care)
    Redmond, OR
  • 08/2020 → 05/2021
    Lifetime Vision Care
    Bend, OR
  • 12/2019 → 08/2020
    Oregon Health Sciences University
    Portland, OR
  • 01/2018 → 06/2019
    Full Time Education
    Eugene, OR
  • 08/2015 → 12/2017
    Full Time Education
    Bozeman, MT
  • 01/2024 → 12/2025
    Lpl Financial Llc
    San Diego, CA
  • 06/2019 → 12/2019
    St. Charles Hospital
    Bend, OR
  • 01/2026 → Present
    Charles Schwab & Co., Inc.
    Bend, OR
  • 01/2026 → Present
    Charles Schwab Bank
    Bend, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-05
  • S66 Uniform Combined State Law Examination
    2024-12-05
Other Names
  • Shannon L Brennan

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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