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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-22
  • TX RA
    APPROVED
    Since 2022-07-22

Branch Locations

Fort Worth, TX • United States

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, N.A. Bedford TX 09/2003 04/2022
Wells Fargo Advisors Llc Bedford TX 01/2011 11/2016
Wells Fargo Clearing Services, Llc Bedford TX 11/2016 04/2022
Charles Schwab & Co., Inc. Fort Worth TX 04/2022 Present
Charles Schwab Bank, Ssb Fort Worth TX 04/2022 Present
  • 09/2003 → 04/2022
    Wells Fargo Bank, N.A.
    Bedford, TX
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Bedford, TX
  • 11/2016 → 04/2022
    Bedford, TX
  • 04/2022 → Present
    Fort Worth, TX
  • 04/2022 → Present
    Charles Schwab Bank, Ssb
    Fort Worth, TX
Previous Registrations
  • 2011-01-03 → 2022-04-08
    Fort Worth, TX
    Bedford, TX
    Fort Worth, TX
    Southlake, TX
  • 2006-09-11 → 2011-01-03
    Wells Fargo Investments, Llc
    Arlington, TX
    Fort Worth, TX
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-04
  • S66 Uniform Combined State Law Examination
    2006-08-04
Other Names
  • Jack Patrick Lynch
  • John Patrick Lynch
  • John Patrick Lynch
  • John Lynch
  • Jack Lynch

View on SEC IAPD

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