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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | San Antonio | TX | 03/2008 | 05/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 03/2008 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Self-Employed | San Antonio | TX | 01/2014 | Present |
| Charles Schwab & Co., Inc. | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 05/2020 | Present |
1) N/A - DBA Celia Martel|Investment Related: No|Real Estate (Non-Agent/Broker)|Landlord|1/1/2014|Less than 20 hour/month - 0 during trading hours|Rent bedroom(s) in my house: Landlord, Property Management, Potential Renter Screener
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-15 |
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