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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-06 |
| AL | RA | APPROVED | 2021-03-04 |
| GA | RA | APPROVED | 2020-06-05 |
Branch Locations
3000 Cahaba Village Plaza Suite 130, Mountain Brook, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaf Reserves | Langley Air Force Base | VA | 01/1999 | 06/2023 |
| Usaa Financial Planning Services | Atlanta | GA | 05/2015 | 05/2020 |
| Usaa Financial Advisors, Inc. | Atlanta | GA | 05/2015 | 05/2020 |
| Usaa Investment Management Company | Atlanta | GA | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Birmingham | AL | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Birmingham | AL | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-06 |
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