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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-09-19 |
Branch Locations
2442 Louisiana Blvd Ne, Albuquerque, NM 87110 • United States
1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mesa | AZ | 05/2021 | 05/2022 |
| Wells Fargo Bank, Na | Mesa | AZ | 09/2017 | 05/2021 |
| Target | Mesa | AZ | 11/2015 | 09/2017 |
| Fortis Gymnastics | Mesa | AZ | 10/2016 | 09/2017 |
| Fidelity Investments | Mesa | AZ | 05/2022 | 07/2022 |
| Midfirst Bank | Gilbert | AZ | 08/2022 | 08/2023 |
| Charles Schwab & Co., Inc. | Albuquerque | NM | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Albuquerque | NM | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-29 |
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