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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-08-19 |
| TX | RA | APPROVED | 2020-11-06 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Phoenix | AZ | 07/2016 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 07/2016 | 12/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | Present |
| Usaa Life Insurance Company | Phoenix | AZ | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-11 |
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