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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-23 |
Branch Locations
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
234 1St Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | San Antonio | TX | 06/2014 | 06/2019 |
| Usaa Financial Planning Services Inc | San Antonio | TX | 06/2014 | 01/2018 |
| Royce Guerrero | San Antonio | TX | 01/2017 | 04/2024 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2019 |
| Victory Capital Services, Inc. | San Antonio | TX | 07/2019 | 05/2021 |
| Ally Invest Securities | Charlotte | NC | 06/2021 | 10/2024 |
| Ally Invest Advisors | Charlotte | NC | 06/2021 | 10/2024 |
| Sofi Securities, Llc | Jacksonville | FL | 10/2024 | Present |
| Sofi Wealth, Llc | Jacksonville | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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