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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-23 |
Branch Locations
San Antonio, TX • United States
9800 Schwab Way, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 01/2001 | 05/2020 |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 01/2004 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Rental Property | San Antonio | TX | 05/2014 | Present |
| Charles Schwab & Co., Inc. | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank Ssb | San Antonio | TX | 05/2020 | Present |
Rental Property - Start 05/2014 - Owner - Passive Rental Property - 2 properties - 8 hours per month - none during trading hours - not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-20 |
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