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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-09 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Kissimmee | FL | 10/2015 | 11/2016 |
| Wells Fargo Bank Na | Orlando | FL | 10/2013 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 04/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2022 | Present |
| Charles Schwab Premiere Bank | Orlando | FL | 04/2022 | Present |
| Charles Schwab Bank | Orlando | FL | 12/2023 | Present |
1) Coral Ave LLC | Investment Related:No|9538 Lake Hugh Dr|Orlando|Fl|34734|USA|Real Estate (Non-Agent/Broker)|Property Owner|7/18/2011|Less than 20|0|25% owner of a rental home owned together with my Sister and Brother in Law, Passive ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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