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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • 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 Financial Advisors, Inc | San Antonio | TX | 07/2013 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 07/2013 | 12/2021 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2020 |
| United Services Automobile Association | San Antonio | TX | 12/2021 | 12/2024 |
| Usaa Investment Services Company | San Antonio | TX | 12/2024 | Present |
| Usaa Life Insurance Company | San Antonio | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-10 |
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