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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-08 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2007 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 07/2008 | 06/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2020 |
| Usaa Investment Services Company | San Antonio | TX | 06/2020 | Present |
| Usaa | San Antonio | TX | 06/2020 | Present |
*Name of Business: Coker Cemetery Association *Is business investment-related: Non-investment related *Address of the other business: PO Box 460945 San Antonio, TX 78246 *Nature of the other business: 501(c)(13) nonprofit mutual cemetery company *Position/title, or relationship with the other business: Trustee *Start date of your relationship: 2/1/2023 *Approximate number of hours/month you devote to the other business: 1.5 hours a month *Number of hours you devote to the other business during securities trading hours: None *Briefly describe your duties relating to the other business: Participate in Cemetery Association Trustee meetings where the trustees discuss and make decisions related to the maintenance of the cemetery. Also participate directly in cemetery work days maintaining the cemetery. *Name of Business: Marmon Management, LLC *Is business investment-related: *Address of the other business: 3407 Westmark San Antonio, TX 78259 *Nature of the other business: Marmon Management, LLC serves as General Partner of Marmon Family Properties, Ltd, (MFP), a Texas limited partnership. Marmon Family Properties leases property where a firm has installed billboard signs. *Position/Title, or relationship with the other business: Co-Manager *Start date of your relationship: 12/15/2018 *Approximate number of hours/month you devote to the other business: .5 hours per Month *Number of hours you devote ot the other business during securities trading hours: No hours during securities trading hours *Briefly describe your duties relating to the other business: Assist other Manager in managing Marmon Family Properties' property, including but not limited to, collection of rent, negotiating leases or sales of property, and paying taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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