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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Dallas | TX | 12/2016 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 08/2019 | 02/2021 |
| First Convenience Bank | Plano | TX | 04/2015 | 12/2016 |
| Walmart Pharmacy | Carrollton | TX | 06/2016 | 10/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2021 | Present |
| Schwab Wealth Advisory Inc. | Westlake | TX | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-19 |
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