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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
1599 Lake Robbins Drive Suite B-150, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodforest Wealth Strategies | The Woodlands | TX | 11/2016 | 02/2026 |
| Nordstrom | The Woodlands | TX | 09/2016 | 01/2017 |
| Bluewater Seafood | Spring | TX | 01/2017 | 05/2017 |
| Fielding's Local Kitchen + Bar | The Woodlands | TX | 10/2021 | 01/2024 |
| The Original Neal's Restaurant | Spring | TX | 06/2017 | 05/2018 |
| Babin's Seafood | Shenandoah | TX | 06/2018 | 06/2021 |
| Raymond James Financial Services, Inc. | The Woodlands | TX | 11/2016 | 02/2026 |
| Woodforest National Bank | The Woodlands | TX | 11/2016 | 02/2026 |
| Raymond James Financial Services Advisors, Inc | The Woodlands | TX | 01/2025 | 02/2026 |
| Woodforest Wealth | The Woodlands | TX | 01/2025 | 02/2026 |
| Charles Schwab & Co., Inc. | The Woodlands | TX | 02/2026 | Present |
| Charles Schwab Bank | The Woodlands | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-08 |
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