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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | San Antonio | TX | 04/2015 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 06/2015 | 12/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 04/2025 |
| Usaa Life Insurance Company | San Antonio | TX | 12/2020 | 04/2025 |
| Charles Schwab & Co, Inc | San Antonio | TX | 04/2025 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-16 |
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