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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Hayward/Union City | CA | 08/2006 | 12/2021 |
| Wells Fargo Advisors Llc | Union City | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Union City | CA | 11/2016 | 12/2021 |
| Charles Schwab & Co., Inc. | Fremont | CA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Fremont | CA | 01/2022 | Present |
(1) Shaolin Temple USA; Yoga & Meditation Teacher; Start Date: 03/01/2022; Fremont, CA; Generally less than 20 hours per month; Not investment related. (2) The Awaken Zone; Yoga & Meditation Teacher / Owner; Start Date: 9/1/2021; Union City, CA; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-02 |
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