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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-16 |
| FL | RA | APPROVED | 2025-09-15 |
| MI | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Cape Coral | FL | 07/2017 | 10/2024 |
| Wells Fargo Bank Na | Cape Coral | FL | 11/2011 | 07/2017 |
| Charles Schwab & Co., Inc | Troy | MI | 05/2025 | Present |
| Charles Schwab Bank | Troy | MI | 05/2025 | Present |
| Unemployed | Harrison Township | MI | 11/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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