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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-15 |
Branch Locations
8911 N. Capital Of Texas Highway Bldg 4, Suite4350, Austin, TX 78759 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | San Antonio | TX | 09/2011 | 06/2019 |
| Usaa Financial Planning Services | San Antonio | TX | 04/2013 | 06/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2019 |
| Victory Capital Services, Inc. | Brooklyn | OH | 07/2019 | 06/2022 |
| Equitable Advisors, Llc | New York | NY | 07/2022 | Present |
| Equitable | San Antonio | TX | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-14 |
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