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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
Branch Locations
7300 State Hwy 121 Suite 361, Mckinney, TX 75070 • United States
303 N. Carroll Blvd Suite 200, Denton, TX 76201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Addison | TX | 02/2015 | 05/2019 |
| Usaa Financial Planning Services | Addison | TX | 02/2015 | 05/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2019 | 05/2022 |
| Charles Schwab Bank | Westlake | TX | 06/2019 | 05/2022 |
| Usaa Life Insurance Company | Plano | TX | 06/2022 | 12/2024 |
| Usaa Investment Services Company | Plano | TX | 06/2022 | 12/2024 |
| Modern Woodmen Of America | Rock Island | IL | 01/2025 | Present |
| Mwa Financial Services Inc. | Rock Island | IL | 01/2025 | Present |
1) RANA Merville Properties Investment Related. Plano, TX. 1/2019 Owner, General Manager of Rental Property. 15 non-inv/0 inv. 2) Rideshare Operator Non-investment related. Plano, TX. 3/2019 20 non-inv/0 inv.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-07 |
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