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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-18 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • UNITED STATES
One Norterra Drive, Phoenix, AZ 85085 • United States
Glendale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 09/2010 | 12/2020 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 09/2010 | 06/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | Present |
| Usaa Life Insurance Company | Phoenix | AZ | 12/2020 | Present |
*Company Name: Sierra Verde Parent Teacher Student Organization (PTSO) *Investment related: No *Business Address: 7241 W Rose Garden Ln, Glendale AZ 85308 *Nature of Business: Public school parent, teacher, student, association. *Position: Treasurer *Start Date: 08/01/2024 *Number of work hours/Month: 6 hours *Number of work hours during security trading hours: None *Duties: Keep track of funds raised and spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-18 |
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
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