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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Bakersfield | CA | 07/2013 | 07/2022 |
| Wells Fargo Advisors Llc | Bakersfield | CA | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bakersfield | CA | 11/2016 | 07/2022 |
| Charles Schwab & Co., Inc. | Bakersfield | CA | 09/2022 | Present |
| Charles Schwab Bank, Ssb | Bakersfield | CA | 09/2022 | Present |
1) BARBOSA ENTERPRISES/ OSCAR BARBOSA PROPERTIES | Investment Related:No|Real Estate (Non-Agent/Broker)|LAND LORD/ OWNER|4/1/2012|Less than 20|0|I HAVE 2 RENTAL PROPERTIES THAT I OWN AND MANAGE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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