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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Reno | NV | 12/2010 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Reno | NV | 02/2017 | 09/2021 |
| N/A | Reno | NV | 09/2021 | 06/2023 |
| Charles Schwab & Co., Inc. | Reno | NV | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Reno | NV | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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