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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Grapevine | TX | 09/2014 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Grapevine | TX | 11/2016 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Coppell | TX | 08/2024 | 10/2025 |
| Wells Fargo Bank | Coppell | TX | 08/2024 | 10/2025 |
| Wells Fargo Bank | Irving | TX | 08/2022 | 08/2024 |
| Wells Fargo Bank | Grapevine | TX | 05/2017 | 08/2022 |
| Wells Fargo Bank | Grapevine | TX | 12/2014 | 05/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2025 | Present |
| Charles Schwab Bank | Westlake | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-12 |
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