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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-10 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Shavano Park, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Investment Management Company | San Antonio | TX | 09/1997 | 01/2021 |
| Victory Capital Services, Inc. | San Antonio | TX | 08/2021 | 09/2021 |
| Victory Capital Management Inc. | San Antonio | TX | 08/2021 | 09/2021 |
| Unemployed | San Antonio | TX | 01/2021 | 08/2021 |
| Charles Schwab & Co., Inc. | Shavano Park | TX | 10/2018 | Present |
| Charles Schwab Bank, Ssb | Shavano Park | TX | 10/2021 | Present |
Carlos L. Cortez|Investment Related:No|College Station;TX;77840;USA|Real Estate (Non-Agent/Broker)|Owner / Landlord|2019-07-19|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Owner / Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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