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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Delray Beach | FL | 08/2015 | 05/2019 |
| Wells Fargo Advisors, Llc. | Delray Beach | FL | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Delray Beach | FL | 11/2016 | 05/2019 |
| Hsbc Securities (Usa) Inc. | Wellington | FL | 05/2019 | 05/2020 |
| Hsbc Bank Usa, N.A. | Wellington | FL | 05/2019 | 05/2020 |
| Fidelity Investment | Fort Lauderdale | FL | 06/2020 | 11/2025 |
| Fidelity Investments | Fort Lauderdale | FL | 03/2025 | 11/2025 |
| Charles Schwab Bank | Vero Beach | FL | 11/2025 | Present |
| Charles Schwab & Co., Inc | Vera Beach | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-16 |
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