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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-06-05 |
Branch Locations
7926 Wolf River Boulevard, Germantown, TN 38138-1725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Memphis | TN | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Memphis | TN | 11/2016 | 05/2018 |
| Charles Schwab & Co., Inc. | Germantown | TN | 05/2018 | Present |
| Charles Schwab Bank | Germantown | TN | 05/2018 | Present |
1) Germantown Football League | Investment Related:No|8750 Farmington Blvd|Germantown|TN|38139|USA|Sports/Physical Recreation|Board Member|4/15/2026|Less than 20|0|helping to run a youth football league, including voting on rule changes and organizational tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-11 |
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