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Account
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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED | 2022-07-12 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tampa | FL | 03/2015 | 04/2017 |
| Charles Schwab Bank | Tampa | FL | 03/2015 | 04/2017 |
| Usaa Financial Advisors Inc | Tampa | FL | 05/2017 | 06/2020 |
| Usaa Financial Planning Services | Tampa | FL | 05/2017 | 12/2020 |
| Usaa Investment Services Company | Tampa | FL | 01/2018 | 12/2021 |
| Usaa Life Insurance Company | Tampa | FL | 12/2020 | 12/2021 |
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 12/2021 | 06/2022 |
| Charles Schwab Bank Ssb | Temple Terrace | FL | 12/2021 | 06/2022 |
| Usaa Investment Services Company | Tampa | FL | 06/2022 | Present |
| Usaa Life Insurance Company | Tampa | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-12 |
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