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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
Branch Locations
425 Market Street Floor 17, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | San Francisco | CA | 03/2008 | 05/2020 |
| Fidelity Investments | San Francisco | CA | 05/2020 | 06/2022 |
| Wells Fargo Bank | San Francisco | CA | 07/2022 | 07/2023 |
| Wells Fargo Clearing Services | San Francisco | CA | 07/2022 | 12/2025 |
| Schwab Wealth Advisory Inc | Westlake | TX | 01/2026 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-08 |
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