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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2014 | 06/2018 |
| Pace Family Inc Dba Ritmo Cafe | Anchorage | AK | 07/2013 | 06/2019 |
| Key Investment Services | Anchorage | AK | 07/2018 | 10/2018 |
| First National Bank Alaska | Anchorage | AK | 10/2018 | 06/2019 |
| Lpl Financial Llc | Renton | WA | 06/2019 | 09/2019 |
| First Financial Northwest Bank | Seattle | WA | 06/2019 | 09/2019 |
| Financial Advocates Investment Management | Renton | WA | 06/2019 | 09/2019 |
| Envestnet | Seattle | WA | 09/2019 | 05/2021 |
| Digital Intelligence Systems (Disys) | Dallas | TX | 05/2021 | 07/2021 |
| Citigroup | San Antonio | TX | 07/2021 | 06/2022 |
| Wells Fargo Clearing Services | St Louis | MO | 06/2022 | 07/2025 |
| Wells Fargo Clearing Services | St Louis | MO | 06/2022 | 07/2025 |
| Charles Schwab & Co., Inc. | St. Louis | MO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-01 |
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