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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-06 |
Branch Locations
1855 Telstar Drive, Colorado Springs, CO 80920 • United States
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Colorado Springs | CO | 09/2011 | 03/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Usaa Investment Services Company | Colorado Springs | CO | 03/2026 | Present |
| Usaa Life Insurance Company | Colorado Springs | CO | 03/2026 | Present |
The name of the other business: PANDA LLAMA, INC Whether the business is investment-related: NO The address of the other business: PERSONAL RESIDANCE The nature of the other business: HOLDING COMPANY FOR TWO RENTAL PROPERTIES OWNED Your position: OWNER Title, or relationship with the other business: OWNER The start date of your relationship: 10/07/2019 The approximate number of hours/month you devote to the other business: 0 The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: ALL DUTIES DELAGATED TO CANDELA PROPERTIES - THE PROPERTY MGR The name of the other business: DENVER RESCUE MISSION Whether the business is investment-related: NO The address of the other business: 6100 SMITH RD DENVER, CO 80216 The nature of the other business: AN ORGANIZATION THAT WORKS WITH HOMELESS ADVOCACY Your position: SECRETARY OF THE BOARD Title, or relationship with the other business: SECRETARY OF THE BOARD The start date of your relationship:08/01/2024 The approximate number of hours/month you devote to the other business: 4 The number of hours you devote to the other business during securities trading hours: 2 Briefly describe your duties relating to the other business: RESPONSIBLE FOR RECORDING THE MINUTES OF BOARD MEETINGS, OVERSEEING THE CEO, AND CONTRIBUTING TO THE MISSION THROUGH CONSULTATION AND INVOLVEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-21 |
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