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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Phoenix | AZ | 02/2015 | 03/2019 |
| Usaa Financial Planning Services | Phoenix | AZ | 02/2015 | 03/2019 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 03/2019 |
| Citigroup | Vernon Hills | IL | 04/2019 | 09/2019 |
| Transamerica Investors Securities Corporation | Glenview | IL | 09/2019 | 08/2021 |
| Transamerica Life Insurance Company | Glenview | IL | 08/2019 | 08/2021 |
| Charles Schwab & Co., Inc. | Chicago | IL | 08/2021 | Present |
| Schwab Wealth Advisory, Inc. | Chicago | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-28 |
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