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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-10-21 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
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 Investment Services Company | San Antonio | TX | 09/2005 | Present |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 08/2014 | 06/2020 |
| Usaa Life Insurance Company | San Antonio | TX | 12/2020 | Present |
Name of Business: ETSY Address of the other business: Personal Residence Nature of the other business: Online sale of handmade craft items. Position/Title, or relationship with the other business: Seller Briefly describe your duties relating to the other business: Online sale of handmade craft items Start date of your relationship: 07/03/2015 Amount of time you devote per week:: 10 Work During Trading Hours: No Is business investment-related: No Name of Business: Triple C Enterprises Business Address: Personal Residence Title/Position: Personal Coach, Author, Blogger, Speaker, Podcaster Brief Description of Duties Performed: Personal coaching for professional development. Speaking to groups & via podcasts, book sales, & affiliate marketing. Dates Employed: 2/19/2015-Present Amount of time you devote per week:: 10 Work During Trading Hours: No Is business Investment related: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-22 |
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