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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2017 | Present |
| Wells Fargo | Westlake | TX | 01/2015 | 10/2017 |
1) Keystone Solutions | Investment Related:No|Rental Services (Other than Real Estate)|Owner|5/4/2026|Less than 20|0|Owner of a event rental services business, renting chairs, tables, canopies etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-03 |
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