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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Army National Guard | Bradenton | FL | 05/2004 | Present |
| Usaa Financial Advisors, Inc | Tampa | FL | 10/2010 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 10/2010 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Tampa | FL | 05/2020 | Present |
ARMY/MILITARY RESERVES. NOT INVESTMENT RELATED, BRADENTON, FL. MILITARY RESERVIST, 7/2/1997-PRESENT, APPROX 40-48 HOURS PER MONTH, NOT DONE DURING SECURITIES TRADING HOURS OTHER THAN POSSIBLE DRILLS THAT MAY OCCUR ON FRIDAY AND FULL TIME PERIODS OF TRAINING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-01 |
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