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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Playa Vista | CA | 05/2016 | 11/2016 |
| Wells Fargo Bank, Na | Playa Vista | CA | 07/2015 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Playa Vista | CA | 05/2016 | 04/2017 |
| Capital One Investing, Llc | Plano | TX | 04/2017 | 01/2019 |
| Fidelity | Westlake | TX | 03/2019 | 03/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-13 |
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