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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
Helotes, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Investment Services Company | San Antonio | TX | 02/2023 | Present |
| Usaa Life Insurance Company | San Antonio | TX | 12/2020 | Present |
| United Services Automobile Association | San Antonio | TX | 05/1994 | 12/2020 |
Nature of Business: Rental Property Business Address: Personal Residence Title/Position: Co-Owner/Landlord Brief Description of Duties Performed: No Formal Duties Dates Employed: 03/01/2020 - Present Amount of time you devote per week or per month: 0 hours per week Work During Trading Hours: No Investment related: No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-19 |
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