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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-04-02 |
| TX | RA | APPROVED_RES | 2019-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Phoenix | AZ | 11/2009 | 03/2019 |
| Usaa Financial Planning Services | Phoenix | AZ | 11/2009 | 03/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 03/2019 | Present |
| Bank Of America, N.A. | Scottsdale | AZ | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-09 |
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