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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-24 |
| AZ | RA | APPROVED | 2023-06-01 |
| CA | RA | APPROVED | 2020-05-26 |
Branch Locations
4750 E Francisco, Phoenix, AZ 85044 • United States
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services Insurance Agency, Inc | Phoenix | AZ | 01/2014 | 05/2020 |
| Usaa Financial Advisors, Inc | Phoenix | AZ | 08/2015 | 05/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 08/2015 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab Bank Ssb | Phoenix | AZ | 05/2020 | Present |
| Charles Schwab & Co.,Inc | Phoenix | AZ | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-30 |
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