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425 Market Street Suite 1700, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Investment Management Company | San Antonio | TX | 05/2016 | 06/2020 |
| Usaa Finacial Advisors, Inc. | San Antonio | TX | 07/2018 | 06/2020 |
| Charles Schwab & Co., Inc | Flower Mound | TX | 06/2020 | Present |
ASAR LLC| Owner| Rental Services| This is a town home owned for rental investment| less than 20 hrs monhtly| no business during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2005-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-13 |
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