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Brian Edward Bell

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-23
  • TX RA
    APPROVED
    Since 2024-12-23

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Charles Schwab & Co., Inc. Westlake TX 09/2012 01/2024
Charles Schwab & Co., Inc. Westlake TX 11/2024 Present
Unemployed Ranoake TX 02/2024 10/2024
Previous Registrations
  • 2013-01-04 → 2024-01-10
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Plano, TX
    Scottsdale, AZ
    Westlake, TX
    Phoenix, AZ
    Southlake, TX
    Austin, TX
    Phoenix, AZ
    Westlake, TX
  • 2005-09-12 → 2012-09-20
    Td Ameritrade, Inc.
    Fort Worth, TX
    Northbrook, IL
    Fort Worth, TX
    Fort Worth, TX
  • 2006-05-17 → 2012-09-20
    Td Ameritrade Investment Management, Llc
    Northbrook, IL
  • 2003-01-30 → 2005-06-21
    Charles Schwab & Co., Inc.
    Fishers (Indianapolis), IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-29
S63 Uniform Securities Agent State Law Examination 1988-10-17
  • S66 Uniform Combined State Law Examination
    2003-01-29
  • S63 Uniform Securities Agent State Law Examination
    1988-10-17
Other Names
  • Brian Bell

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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