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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-10 |
Branch Locations
San Antonio, TX • United States
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 07/2013 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 07/2013 | 06/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2020 |
| Rental Property | San Antonio | TX | 07/2013 | 02/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | Present |
| Usaa Life Insurance Company | San Antonio | TX | 06/2020 | 07/2021 |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2021 | Present |
"Kingsborough Ridge Baptist Church|Investment Related:No|658 Moursund Blvd;San Antonio;TX;78221;USA|Nonprofit Charitable Organizations|Deacon,Finance Commit, Mbr Ast Treasurer|2005-09-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Deacon, servant of the church from building and grounds maintenance, prayer, community event volunteer, assist with church sacraments. Teach bible studies. Finance committee mbr . help create church budget. Assistant treasurer. Help with budget creation, speak on behalf of the treasurer during business meetings. create budget spread sheets and reports. vote on budget items and budget, as one of the parishioners . "
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-21 |
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