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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-26 |
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 | Bellevue | WA | 11/2022 | 08/2026 |
| Washington State University | Pullman | WA | 08/2018 | 05/2022 |
| Washington State University | Pullman | WA | 09/2021 | 05/2022 |
| Village Pizzeria | Langley | WA | 07/2017 | 08/2021 |
| Unemployed | Freeland | WA | 05/2022 | 11/2022 |
| Unemployed | Freeland | WA | 01/2013 | 07/2017 |
| Schwab Wealth Advisory, Inc | Bellevue | WA | 08/2026 | Present |
| Charles Schwab & Co, Inc | Bellevue | WA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
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