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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Plano | TX | 12/2014 | 06/2020 |
| Usaa Investment Management Company | Plano | TX | 01/2018 | 06/2020 |
| Fisher Investments | Plano | TX | 04/2021 | 04/2022 |
| The Resource Fund Group | Lavon | TX | 06/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Rowlett | TX | 04/2022 | 07/2024 |
| Bank Of America | Rowlett | TX | 04/2022 | 07/2024 |
| Usaa Life Insurance Company | Plano | TX | 06/2024 | 04/2026 |
| Usaa Investment Services Company | Plano | TX | 06/2024 | 04/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2026 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-11 |
| S66 | Uniform Combined State Law Examination | 2008-09-13 |
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