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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Keller | TX | 02/2018 | 04/2021 |
| Td Ameritrade | Southlake | TX | 05/2021 | 09/2023 |
| Wells Fargo Bank Na | Pasadena | CA | 02/2015 | 02/2018 |
| Charles Schwab & Co. | Fort Worth | TX | 10/2022 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | Present |
| Charles Schwab Trust Company | Westlake | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-11 |
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