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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 01/2005 | 07/2022 |
| Usaa Financial Planning Services | San Antonio | TX | 01/2005 | 07/2022 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2022 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 08/2022 | Present |
| Charles Schwab Bank | San Antonio | TX | 11/2023 | 04/2026 |
| Schwab Wealth Advisory Inc. | Austin | TX | 04/2026 | Present |
1) R&O Logistics | Investment Related:No| 1500 South Zarzamora | San Antonio|Texas |78224|USA |Transport/Storage - Materials|Owner- 50% Partner|4/1/2022|Less than 20|0|provide advice and act as a subject matter expect - no financial services or investment related responsibilities , 2) R&O Tire Services LLC | Investment Related:No|1500 S Zarzamora St. |San Antonio |Texas |78207|USA |Automotive Repair Services|50% owner |4/1/2026|Less than 20|0|I am a silent partner in a Tire company for maintenance of vehicles- repair and service tires
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2005-03-10 |
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