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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2026-01-05 |
| CO | 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 | Colorado Springs | CO | 11/2013 | 05/2020 |
| Usaa Financial Planning Services | Colorado Springs | CO | 11/2013 | 05/2020 |
| Usaa Investment Management Company | Colorado Springs | CO | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 05/2020 | Present |
Company Name: Hampton Blue Rentals, LLC Company Address: 1718 Capital Ave, Cheyenne, WY 82001 Nature of Business: Rental Property, Title/Position Held: Owner Brief Description of Duties Performed: Currently have a property manager for existing rental property. My responsibility will be to ensure mortgage is paid and approve expense of larger repairs. Dates Outside Employment Began: 05/27/2019 Amount of Time You Devote to Business: 2 hours per Month No work for business is done during securities trading hours. This activity is not investment related. No direct compensation for work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-08 |
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