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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED | 2021-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Orlando | FL | 09/2014 | 11/2021 |
| Wells Fargo Advisors, Llc | Orlando | FL | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 11/2021 |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2021 | Present |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 11/2021 | Present |
1) Vianny Minaya Rental Property | Investment Related:No|4802 Matteo Trail|Orlando|FL|32839|USA|Real Estate (Non-Agent/Broker)|Landlord|5/12/2025|Less than 20|0|Property owner/landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-26 |
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