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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Union City | CA | 08/2012 | 10/2022 |
| Wells Fargo Clearing Services Llc | Union City | CA | 06/2019 | 10/2022 |
| Lyft | Portland | OR | 01/2018 | 04/2019 |
| Postmates | Portland | OR | 01/2018 | 04/2019 |
| Charles Schwab Bank, Ssb | San Francisco | CA | 10/2022 | Present |
| Charles Schwab & Co., Inc. | San Francisco | CA | 10/2022 | Present |
1) Loaves and Fishes of Contra Costa | Investment Related:No|Nonprofit Charitable Organizations|Board Member|8/1/2022|Less than 20|0|no financial or investments services. help dictate overall direction of the nonprofit fundraising and marketing efforts 2) Pawdres LLC|Investment Related:No|Restaurant/Food Services|Owner|2025-06-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|LLC account for personal use: Rental Property, business ventures, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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