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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-09-15 |
Branch Locations
818 West Riverside Avenue Suite 150, Spokane, WA 99201-0916 • United States
902 W. Main St., Boise, ID 83702-5708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lynnwood | WA | 09/2016 | 11/2016 |
| Wells Fargo Bank, Na | Lynnwood | WA | 08/2011 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Lynnwood | WA | 11/2016 | 08/2021 |
| Charles Schwab & Co., Inc | Boise | ID | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Boise | ID | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-23 |
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