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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-06 |
Branch Locations
1231 S. California Blvd, Walnut Creek, CA 94596-5122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Walnut Creek | CA | 03/2015 | 11/2017 |
| Wells Fargo Clearing Services, Llc | San Leandro | CA | 11/2017 | 10/2021 |
| Charles Schwab & Co., Inc. | Walnut Creek | CA | 10/2021 | Present |
| Charles Schwab Bank, Ssb | Walnut Creek | CA | 10/2021 | Present |
1) Nicely Dynamic Solutions LLC|Investment Related:No|Real Estate (Non-Agent/Broker)|Sole Managing Member|2024-04-29|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Owner of LLC. Plan to purchase real estate in the future for passive income. 2) TPN Holding Ventures LLC |Investment Related:No|30 N GOULD ST STE R;Sheridan;WY;82801;USA|Real Estate (Non-Agent/Broker)|Sole Member|2024-04-25|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|This is a holding company I plan on using for real estate investments. The entity has been established, I am not currently doing anything with it nor do I currently hold any real estate or other investments in the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-25 |
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