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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Colorado Springs | CO | 09/2010 | 05/2020 |
| Usaa Financial Planning Services | Colorado Springs | CO | 09/2010 | 05/2020 |
| Usaa Investment Management Company | Colorado Springs | CO | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 05/2020 | Present |
1) Mission Medical Center | Investment Related:No|2125 East La Salle St. |Colorado Springs|Colorado |80909|USA|Healthcare Services|My client is asking if I would serve on the board|9/2/2025|Less than 20|0|I would be a board member. I would not get paid. She said "At Mission Medical Clinic we are seeing patients who need care but are unable to afford insurance and don't qualify for medicaid or medicare".
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-20 |
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