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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-13 |
| TX | RA | APPROVED | 2024-05-13 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bible Church | Youngtown | AZ | 12/2007 | 06/2017 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 06/2013 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 06/2013 | 07/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 07/2020 |
| Fidelity Investments | Glendale | AZ | 07/2020 | 10/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2021 | 11/2023 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 11/2021 | 11/2023 |
| Morgan Stanley | Gilbert | AZ | 11/2023 | 03/2024 |
| Usaa Life Insurance Company | Phoenix | AZ | 03/2024 | Present |
| Usaa Investment Services Company | Phoenix | AZ | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-02 |
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