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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | San Antonio | TX | 06/2007 | 05/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 06/2007 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 05/2020 | Present |
1) Eric Nelson|Investment Related:No|San Antonio;TX;78251;USA|Real Estate (Non-Agent/Broker)|Owner|2020-12-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Rental Property - Passive income- Duties include maintaining the property and making it a suitable place for ongoing tenant use. 2) Eric Nelson|Investment Related:No|Construction - Residential/Commercial/Office|Owner|2024-12-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|provide services to include maintaining, repairing, and updating residential land and structural property such as landscaping, basic electric, basic plumbing, basic carpentry, structural build and rebuild.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-04 |
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