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Paul Anthony Bradford

Investment Adviser Representative at Charles Schwab & Co., Inc.

Omaha, NECRD #6778050Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paul Anthony Bradford is an investment adviser representative with Charles Schwab & Co., Inc. in Omaha, NE, where they have been registered since 2022. They have worked in the securities industry since 2017 and have been registered with 3 firms, including TD Ameritrade, Inc. and TD Ameritrade Investment Management, LLC. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Nebraska.

Office

200 S. 108 Ave
Omaha, NE 68154

Advisors at this office: 211

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/22/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 5/24/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/16/2017
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 8/3/2021
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 7/1/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
9/30/2022 – Omaha, NE
TD Ameritrade, Inc.
11/28/2017 – 10/14/2022Omaha, NE
TD Ameritrade Investment Management, LLC
11/28/2017 – 4/28/2021Omaha, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. TD Ameritrade
    Apr 2017 – Jun 2024Omaha, NE
  2. Nebraska Firearms Academy
    May 2016 – no end date reportedOmaha, NE
  3. Creative Visual Productions
    Mar 2009 – no end date reportedOmaha, NE
  4. Charles Schwab & Co.
    Jan 2024 – no end date reportedOmaha, NE
  5. Charles Schwab Bank
    Jul 2025 – no end date reportedOmaha, NE

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Charles Schwab & Co., Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other
Firm account minimum
$500,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Omaha, NE

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Anthony Bradford has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Paul Anthony Bradford (Charles Schwab & Co.) | AdvisorFinder