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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-22 |
Branch Locations
The Colony, TX • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Mckinney | TX | 01/2009 | 06/2022 |
| Wells Fargo Advisors Llc | Mckinney | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mckinney | TX | 11/2016 | 06/2022 |
| Charles Schwab Premier Bank, Ssb | The Colony | TX | 07/2022 | Present |
| Charles Schwab & Co., Inc. | The Colony | TX | 07/2022 | Present |
| Charles Schwab Bank | The Colony | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-27 |
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