Charles Rienaldo Garcia

Current Employers

Employment History

• 10/2014 → 01/2019
  United Services Automobile Association
  San Antonio, TX
• 10/2010 → 05/2018
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 04/2016 → 12/2023
  Alamo House Publishing, Llc
  San Antonio, TX
• 05/2018 → 01/2019
  Usaa Investment Management Company
  San Antonio, TX
• 02/2019 → Present
  Pax Financial Group
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2019-01-04
  Usaa Investment Services Company
  San Antonio, TX
• 2016-08-30 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2011-03-22 → 2014-09-16
  Usaa Financial Planning Services
  San Antonio, TX
• 2007-10-05 → 2010-12-22
  Lpl Financial Llc
  Cypress, TX
  Houston, TX
  Fort Mill, SC
  Cypress, TX
• 2002-06-17 → 2007-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX
• 1999-09-28 → 2002-07-03
  Valic Financial Advisors, Inc.
  Houston, TX

Other Businesses

Charles Garcia Sole Proprietorship; 10026 Scenic Hills Drive, San Antonio TX 78255; Writer of fictional manuscripts for eventual publishing in a book; Dates employed 10/20/2016-Present; 15 hours per week during non-security trading hours. Not investment related. CFP Board Certified Instructor Teaches CFP Ethics courses and advisor continued education Since 01/01/2024 Not Investment Related Trinity Presbyterian Church Religious Organization Finance Committee Pax does not manage any asses or provide any services to Trinity Presbyterian Church. Team Rubicon Disaster relief emergency services and mitigation services Volunteer Since 06/2023 Not investment related I Care San Antonio Board Member, Treasurer, Finance Committee Since 01/2025 Not investment related Scenic Hills Ventures, LLC Educational Company Owner Since 04/2026 Not Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-12
• S63 Uniform Securities Agent State Law Examination
  1998-04-21

Designations