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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2020-05-23 |
Branch Locations
1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Addison | TX | 10/2015 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 10/2015 | 05/2020 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 05/2020 |
| Self-Employed | Addison | TX | 01/2017 | Present |
| Charles Schwab And Co., Inc. | Alexandria | VA | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Alexandria | VA | 05/2020 | Present |
*Company Name: Self-Employed *Investment related: No *Business Address: Private Residence *Nature of Business: : I have rented out 2 homes that I partially own. *Position:Owner *Start Date: 01/01/2017 *Number of work hours/Month: 0 hours per month *Number of work hours during security trading hours: None *Duties: I do nothing. My father handles the business. I receive no compensation. I simply am on the deed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-01 |
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