Patricia Leigh Kuzara

CRD 5626221 · Charles Schwab & Co., Inc. · Westlake, TX

Broker

Also appears in the source record as: Patricia Leigh Brannam; Patricia Brannam; Patricia Stritmatter

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (4): SIESeries 7Series 6Series 63
Registered states (1): California
Years in the industry (source record): 17
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (9)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Vista, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
San Diego, CA · BC capacity

Mar 24, 2016 → Sep 1, 2023
Sagepoint Financial, Inc.
Carlsbad, CA · BC capacity

Apr 14, 2015 → Feb 26, 2016
J.P. Morgan Securities LLC
Del Mar, CA · BC capacity

Oct 1, 2012 → Apr 16, 2015
Chase Investment Services Corp.
Escondido, CA · BC capacity

Nov 10, 2010 → Oct 1, 2012
Wells Fargo Investments, LLC
El Dorado Hills, CA · BC capacity

Apr 23, 2010 → Aug 9, 2010
Wells Fargo Advisors, LLC
Fair Oaks, CA · BC capacity

Feb 25, 2009 → May 11, 2010

Source & corrections

Where this page comes from

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