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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Menlo Park | CA | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services Llc | Fremont | CA | 11/2016 | 10/2025 |
| Charles Schwab & Co., Inc. | Fremont | CA | 10/2025 | Present |
| Charles Schwab Bank | Fremont | CA | 10/2025 | Present |
1) Uber | Investment Related:No|1455 Market St 4th Floor|Personal/Household Services|Driver|2025-03-30|Less than 20|0|Delivering food and ride-sharing service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-18 |
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