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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mckinney | TX | 12/2012 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Mckinney | TX | 03/2018 | 12/2022 |
| Charles Schwab Premier Bank, Ssb | Mckinney | TX | 12/2022 | Present |
| Charles Schwab & Co., Inc. | Mckinney | TX | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Mckinney | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
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