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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2023-03-28 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Orlando | FL | 09/2012 | 11/2016 |
| Wells Fargo Advisors, Llc, | Orlando | FL | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 06/2018 |
| Wells Fargo Bank, Na | Winter Garden | FL | 09/2012 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Winter Gardern | FL | 02/2020 | 02/2023 |
| Charles Schwab & Co., Inc | Orlando | FL | 02/2023 | Present |
| Charles Schwab Bank Ssb | Orlando | FL | 02/2023 | Present |
| Charles Schwab Premier Bank | Orlando | FL | 02/2025 | Present |
| Charles Schwab Trust Bank | Orlando | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-14 |
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