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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 08/2010 | 05/2019 |
| Usaa Financial Advisors, Inc | Tampa | FL | 08/2010 | 05/2019 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 05/2019 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 05/2019 | Present |
| Morgan Stanley | Alpharetta | GA | 03/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-17 |
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