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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-23 |
Branch Locations
San Antonio, TX • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc. | San Antonio | TX | 08/2004 | 05/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 08/2004 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 08/2021 | Present |
1) Ordained Minister/ United Life Church | Investment Related:No|Nonprofit Charitable Organizations|On line wedding officiant//Minister|10/1/2019|Less than 20|0|I have officiated 4 weddings since 2019. There is no financial compensation. It is a service for friends and family.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-18 |
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