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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Austin | TX | 01/2005 | 06/2020 |
| Usaa Financial Planning Services | Austin | TX | 01/2005 | 01/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2020 |
| First Command Fin Serv | Fort Worth | TX | 10/2020 | 06/2021 |
| Morgan Stanley | Austin | TX | 06/2021 | 02/2024 |
| Gap Financial Services | Austin | TX | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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