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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | New York | NY | 12/2013 | 03/2018 |
| Missionsquare Retirement | Washington | DC | 03/2018 | 01/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2022 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 01/2022 | 05/2025 |
| Missionsquare Investment Services | District Of Columbia | WA | 03/2018 | 01/2022 |
| Wells Fargo Advisors, Llc | Wayne | NJ | 12/2013 | 03/2018 |
| Instacart | San Francisco | CA | 09/2021 | 05/2023 |
| Charles Schwab & Co., Inc | Westlake | TX | 06/2025 | Present |
| Schwab Wealth Advisory Inc. | Westlake | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-25 |
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