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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-09 |
Branch Locations
11100 Ne 8Th St. Suite #300, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Woodinville | WA | 03/2022 | 11/2022 |
| Wells Fargo Bank, Na | Woodinville | WA | 04/2022 | 11/2022 |
| Be Well Massage Therapy | Mukilteo | WA | 10/2015 | 10/2016 |
| Attention To Detail | Everett | WA | 10/2016 | 12/2016 |
| Beauty Works | Lynnwood | WA | 12/2016 | 03/2017 |
| Be Well Massage Skincare Spa | Mukilteo | WA | 03/2017 | 02/2019 |
| Charles Schwab & Co., Inc. | Lynnwood | WA | 11/2022 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 11/2022 | 12/2024 |
| Wells Fargo | Lynnwood | WA | 02/2019 | 04/2019 |
| Wells Fargo Bank, Na | Lynnwood | WA | 04/2019 | 04/2021 |
| Wells Fargo Bank, Na | Shoreline | WA | 04/2021 | 04/2022 |
| Schwab Wealth Advisory, Inc. | Lynnwood | WA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
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