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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2007 | 06/2020 |
| Usaa Financial Planning Service | San Antonio | TX | 07/2014 | 01/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2020 |
| Fidelity Investments | Salem | OR | 09/2021 | Present |
| Unemployed | Salem | OR | 06/2020 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-15 |
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