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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 11/2004 | 07/2017 |
| Usaa Financial Planning Services | San Antonio | TX | 11/2004 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 07/2017 | Present |
| Bank Of America, N.A. | San Antonio | TX | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-27 |
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