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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-05-26 |
Branch Locations
12 Ranch Drive, Milpitas, CA 95035-5103 • United States
30 South First Street, Campbell, CA 95008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Millbrae/Palo Alto | CA | 07/2006 | 04/2017 |
| Wells Fargo Advisors Llc | Palo Alto | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | 04/2017 |
| Charles Schwab & Co.,Inc. | Milpitas | CA | 04/2017 | Present |
| Charles Schwab Bank | Milpitas | CA | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-09 |
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