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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lake Worth | TX | 09/2011 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Lake Worth | TX | 01/2019 | 05/2021 |
| Universal Provider Service | Mcallen | TX | 03/2024 | Present |
| Charles Schwab | Westlake | TX | 10/2024 | Present |
| Perfect Choice Transportation Llc | Fort Worth | TX | 05/2021 | 09/2024 |
1) UNIVERSAL PROVIDER SERVICE|Investment Related: No|CAREGIVING TO MY ELDERLY MOM|CAREGIVER|3/20/2024|More than 40 hour/month - 0 during trading hours|I ASSIST MY ELDERLY MOM WITH HER EVERYDAY ACTIVITIES. (GETTING DRESS, USING THE RESTROOM/SHOWER, COOKING AND CLEANING AFTER HER)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-11 |
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