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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Diego | CA | 06/2013 | 05/2020 |
| Usaa Financial Planning Services | San Diego | CA | 06/2013 | 05/2020 |
| Usaa Investment Management Company | San Diego | CA | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2020 | Present |
| Charles Schwab Bank | Phoenix | AZ | 05/2020 | 02/2021 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-22 |
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