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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Fort Worth | TX | 02/2016 | 06/2021 |
| Compass Bank | Birmingham | AL | 02/2016 | 05/2022 |
| Bbva Wealth Solutions Inc. | Fort Worth | TX | 02/2016 | 06/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2016 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 05/2022 | 06/2026 |
| Wells Fargo Bank, Na | Fort Worth | TX | 05/2022 | 06/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-24 |
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