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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED_RES | 2020-01-08 |
| NE | RA | APPROVED | 2019-05-31 |
Branch Locations
16811 Burke Street Suite 101, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Omaha | NE | 10/2016 | 11/2016 |
| Wells Fargo Bank, Na | Omaha | NE | 10/2016 | 07/2017 |
| Wells Fargo Bank Na | Omaha | NE | 01/2009 | 10/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 07/2017 |
| Td Ameritade | Omaha | NE | 07/2017 | 12/2017 |
| Bancwest Investment Services, Inc. | Omaha | NE | 12/2017 | 05/2019 |
| Bank Of The West | Omaha | NE | 12/2017 | 05/2019 |
| Charles Schwab & Co., Inc. | Omaha | NE | 05/2019 | Present |
| Charles Schwab Bank Ssb | Omaha | NE | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-13 |
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