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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-27 |
| AZ | RA | APPROVED | 2020-02-20 |
Branch Locations
14850 N. Scottsdale Road Suite 155, Scottsdale, AZ 85254 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc. | Phoenix | AZ | 11/2009 | 02/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 11/2009 | 02/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 02/2020 |
| Raymond James & Associates | Scottsdale | AZ | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-08 |
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