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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-16 |
Branch Locations
1007 Electric Ave, Vienna, VA 22180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Investment Management Company | San Antonio | TX | 06/2010 | 06/2020 |
| Usaa Financial Advisors, Inc | San Antonio | TX | 09/2018 | 06/2020 |
| Charles Schwab & Co., Inc. | Boerne | TX | 06/2022 | 04/2026 |
| Charles Schwab Bank | Boerne | TX | 06/2022 | 04/2026 |
| Unemployed | Boerne | TX | 06/2020 | 06/2022 |
| Navy Federal Financial Group, Llc | Boerne | TX | 04/2026 | Present |
| Navy Federal Investment Services, Llc | Boerne | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 2002-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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