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Current Employers
Usaa Investment Services Company

9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-08
  • TX RA
    APPROVED
    Since 2018-01-08

Branch Locations

9800 Fredericksburg Road, San Antonio, TX 78288 • United States

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. San Antonio TX 08/2007 06/2020
Usaa Financial Planning Services San Antonio TX 07/2008 12/2020
Usaa Investment Services Company San Antonio TX 01/2018 Present
Usaa Life Insurance Company San Antonio TX 01/2021 Present
  • 08/2007 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 07/2008 → 12/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → Present
    San Antonio, TX
  • 01/2021 → Present
    Usaa Life Insurance Company
    San Antonio, TX
Previous Registrations
  • 2010-11-23 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
Other Businesses

Company Name: EXP REALTY Investment related: NO Business Address: 17806 IH10 STE 300 SAN ANTONIO TX 78257 Nature of Business: REAL ESTATE Position: REALTOR Start Date: 09/2023 Number of work hours/Month: 30 MONTH Number of work hours during security trading hours: NONE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-13
S63 Uniform Securities Agent State Law Examination 2001-10-05
  • S66 Uniform Combined State Law Examination
    2010-11-13
  • S63 Uniform Securities Agent State Law Examination
    2001-10-05

View on SEC IAPD

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