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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Addison | TX | 10/2013 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 10/2013 | 05/2020 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Midlothian | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Midlothian | TX | 05/2020 | Present |
Company Name: Self Employed/Company Address: Private Residence/ Nature of Business: Woodworking, carpentry, handyman services./Title/Position: Owner/Brief Description of Duties Performed: I would perform the duties of a small business/sole proprietor. I would be in charge o manufacturing wood working items, performing carpentry/ handyman services and selling the products/ Dates Employed: From 11/01/2019 to Present/ Amount of time devoted to Business 2-3 hours per week/ Work during securities trading hours? none/Is activity investment related? No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-16 |
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