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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-08 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | San Antonio | TX | 12/2007 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 03/2009 | 12/2020 |
| Universal Life Church Monastery | Seattle | WA | 09/2015 | 12/2019 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | Present |
| Usaa Life Insurance Company | San Antonio | TX | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-24 |
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