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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Fort Worth | TX | 06/2007 | 10/2020 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 10/2013 | 10/2020 |
| Stifel, Nicolaus & Company, Incorporated | Fort Worth | TX | 10/2020 | 10/2022 |
| Charles Schwab Premier Bank, Ssb | Westlake | TX | 10/2022 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 11/2023 | Present |
1) Door Dash | Investment Related:No|Restaurant/Food Services|food dasher |12/2/2022|Less than 20|0|driving
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-27 |
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