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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-16 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
Boerne, 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 | 12/2008 | 07/2020 |
| Usaa Investment Services Company | San Antonio | TX | 10/2017 | Present |
| United Services Automobile Association (Usaa) | San Antonio | TX | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-13 |
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