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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Fort Worth | TX | 06/2012 | 11/2016 |
| Wells Fargo Bank Na | Forth Worth | TX | 06/2012 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 08/2017 |
| Wells Fargo Clearing Services, Llc | North Richland Hills | TX | 03/2018 | 05/2021 |
| Northern Trust Bank | Ft. Worth | TX | 05/2021 | 10/2021 |
| Northern Trust Securities, Inc, | Ft. Worth | TX | 05/2021 | 10/2021 |
| Charles Schwab Premiere Bank | Westlake | TX | 11/2021 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2021 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 11/2021 | 11/2021 |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-24 |
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