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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-14 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Berkeley Heights, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Buford | GA | 01/2014 | 11/2016 |
| Wells Fargo Bank Na | Millburn | NJ | 05/2013 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Millburn | NJ | 11/2016 | 10/2022 |
| Charles Schwab Premier Bank, Ssb | Berkeley Heights | NJ | 10/2022 | Present |
| Charles Schwab & Co., Inc. | Berkeley Heights | NJ | 10/2022 | Present |
| Charles Schwab Bank, Ssb | Berkeley Heights | NJ | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-14 |
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