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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
San Antonio, TX • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 04/2010 | 05/2020 |
| Usaa Financial Planning Services Inc | San Antonio | TX | 04/2010 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 05/2020 | 04/2026 |
| Charles Schwab Bank | San Antonio | TX | 08/2021 | 04/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-03 |
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