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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-03 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
San Antonio, TX • United States
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Life Insurance Company | San Antonio | TX | 01/2007 | 02/2018 |
| Usaa Financial Planning Services | San Antonio | TX | 02/2018 | 12/2020 |
| Usaa Investment Services Company | San Antonio | TX | 12/2020 | Present |
Sandell Captial,LLC; investment related; own four rental houses under LLC; Owner; Start date: 05/01/18; 1 hour per month devoted to business; O hours devoted during securities trading hours; perform basic landlord duties; leverage 3rd party to rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-26 |
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