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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-05-23 |
Branch Locations
Colorado Springs, CO • United States
9800 Schwab Way, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Colorado Springs | CO | 11/2010 | 05/2020 |
| Usaa Financial Planning Services | Colorado Springs | CO | 03/2013 | 05/2020 |
| Usaa Investment Management Company | Colorado Springs | CO | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Colorado Springs | CO | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-03 |
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