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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| FL | RA | APPROVED | 2025-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 09/2007 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 01/2009 | 01/2018 |
| Advocare | Plano | TX | 08/2012 | Present |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank | San Antonio | TX | 05/2020 | 04/2025 |
| Schwab Wealth Advisory | Orlando | FL | 04/2025 | Present |
1) AdvoCare | Investment Related:No|2801 Summit Ave|Plano|TX|75074|USA|Retail|Distributor|8/31/2012|Less than 20|0|AdvoCare is a health and wellness company that offers nutritional, weight-loss, and sports performance products. Duties performed: selling/distributing health/nutritional products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-05 |
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