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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-08 |
Branch Locations
San Antonio, TX • United States
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2013 | 06/2019 |
| Usaa Financial Planning Services | San Antonio | TX | 09/2013 | 06/2019 |
| Fis | San Antonio | TX | 07/2019 | 12/2019 |
| Victory Capital Management | San Antonio | TX | 01/2020 | 11/2021 |
| Victory Capital Advisers | San Antonio | TX | 01/2020 | 11/2021 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 11/2021 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-16 |
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