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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
Branch Locations
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, National Association | Martinez | GA | 10/2016 | 04/2018 |
| Wells Fargo Advisors, Llc. | Martinez | GA | 10/2016 | 11/2016 |
| Waffle House | Augusta | GA | 04/2016 | 10/2016 |
| Wells Fargo Clearing Services, Llc | Martinez | GA | 11/2016 | 03/2018 |
| Td Ameritrade | Charlotte | NC | 03/2018 | 09/2023 |
| Charles Schwab & Co., Inc. | Jacksonville | FL | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Jacksonville | FL | 09/2023 | Present |
1) Rental Property | Investment Related:No|Rental Services (Other than Real Estate)|Landlord|2/1/2019|Less than 20|0.000000|Collecting Rent from tentants, 2) RH Carriers Inc | Investment Related:No|3010 Berry Creek Rd |Charlotte|North Carolina|28214|USA|Other|Owner|4/29/2022|Less than 20|0.000000|Managing Auto Assets and Interviewing and employing drivers, 3) Akhenthians Investments LLC | Investment Related:No|Rental Services (Other than Real Estate)|Owner |1/15/2019|Less than 20|0|Oversee Operations (Short Term Rental) 4) Polo Fleet XP LLC|Investment Related:No|Travel/Transportation/Tourism|Owner|2026-04-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|This business will be doing last mile deliveries of standard packages.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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