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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-07-21 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Lc | Santa Barbara | CA | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 11/2016 | 06/2018 |
| Morgan Stanley | Pleasanton | CA | 06/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 09/2019 | 07/2023 |
| Brandman University | Irvine | CA | 01/2013 | 08/2019 |
| Charles Schwab & Co., Inc. | Woodbury | MN | 07/2023 | Present |
| Charles Schwab Bank, Ssb | Woodbury | MN | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-25 |
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