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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED_RES | 2022-08-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 09/2007 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 11/2010 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Riverview | FL | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Temple Terrace | FL | 05/2020 | 07/2022 |
| Schwab Wealth Advisory, Inc | Riverview | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-13 |
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