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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-28 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2015 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 09/2015 | 12/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | Present |
| Usaa Life Insurance Company | San Antonio | TX | 09/2015 | Present |
Company Name: USAA Foundation Board of Governors Company Address 1: 9800 Fredericksburg Rd Company City/State/Zip: San Antonio / TX / 78288 Nature of Business: Non-profit focused on financial literacy and education. Title/Position Held: Board member Dates Employed: From: 2/8/2022 To: Present Amount of Time You Devote to Business: 1.5 Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on financials and activities of the Foundation. Serve as a member of the Finance and Investment Advisory Committee. Company Name: USAA Education Foundation Company Address 1: 9800 Fredericksburg Rd Company City/State/Zip: San Antonio / TX / 78288 Nature of Business: Non-profit focused on financial literacy and education. Title/Position Held: Board member Dates Employed: From: 2/8/2022 To: Present Amount of Time You Devote to Business: 3 Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on financials and activities of the Foundation. Serve as a member of the Finance and Investment Advisory Committee. Company Name: Military Child Education Coalition Company Address: 909 Mountain Lion Circle Company City/State/Zip: Harker Heights TX 76548 Nature of Business: Non-profit focused on helping children growning up in military families by providing programs, resources, and guidance. Title/Position Held: Board of Directors member Dates Employed: From: 04/01/2025 To: Present Amount of Time You Devote to Business: 2 hours per month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on strategy, financials, and activities of MCEC. Collaborate to help MCEC grown and serve more military children. Company Name: National Equine Institute of Growth through Healing Inc. (NEIGH) Company Address 1: PO BOX 205 Company City/State/Zip: Bemus Point NY 14712 Nature of Business: Provide transformative equine assisted therapy services in a trauma informed environment that fosters mental and emotional healing to prevent suicide and improve well being. Title/Position Held: Board member Dates Employed: From: 11/17/2025 To: Present Amount of Time You Devote to Business: 1 hour Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Contribute expertise, skills, and network to strengthen the non-profit. Company Name: LIMRA Annuity Advisory Board Company Address 1: 300 Day Hill Rd Company City/State/Zip: Windsor CT 06095 Nature of Business: The annuity advisory board offers insights on the business challenges facing companies to help organizations better understand and leverage different aspects of the association's member benefits program. Title/Position Held: Board member Dates Employed: From: 11/17/2023 To: Present Amount of Time You Devote to Business: 1 hour Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Share expertise and experience to help shape the future of LIMRA and LOMA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-15 |
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