Brendan Scott Coleman is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-01-03 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2022-01-10 | 2022-03-14 | — |
| CHARLES SCHWAB INVESTMENT ADVISORY, INC. | 2018-02-27 | 2022-03-14 | — |
| THOMASPARTNERS, INC. | 2016-11-23 | 2018-03-30 | — |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | 2015-08-18 | 2018-03-30 | — |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | 2013-03-26 | 2014-05-08 | — |
| BLACKROCK FINANCIAL MANAGEMENT, INC | 2008-05-05 | 2009-01-12 | — |