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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-10 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Kirkland | WA | 09/2010 | 12/2024 |
| Wells Fargo Advisors Llc | Kirkland | WA | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bothell | WA | 11/2016 | 12/2024 |
| Charles Schwab & Co., Inc. | Seattle | WA | 01/2025 | Present |
| Charles Schwab Bank | Seattle | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-28 |
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