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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-12 |
| CA | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2020-01-04 |
Branch Locations
610 Newport Center Drive Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | San Diego | CA | 05/2011 | 06/2018 |
| Usaa Financial Planning Services | San Diego | CA | 05/2011 | 01/2018 |
| Usaa Investment Management Company | San Diego | CA | 01/2018 | 06/2018 |
| Charles Schwab & Co., Inc. | Newport Beach | CA | 07/2018 | Present |
| Charles Schwab Bank, Ssb | Newport Beach | CA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-22 |
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