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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-05-28
  • FL RA
    APPROVED
    Since 2020-05-28

Branch Locations

3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States

Wesley Chapel, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. Tampa FL 08/2015 05/2020
Usaa Financial Planning Services Tampa FL 10/2015 01/2018
Usaa Investment Management Company Tampa FL 04/2018 05/2020
Charles Schwab & Co., Inc. Wesley Chapel FL 05/2020 Present
Charles Schwab Bank, Ssb Wesley Chapel FL 05/2020 05/2020
  • 08/2015 → 05/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 10/2015 → 01/2018
    Usaa Financial Planning Services
    Tampa, FL
  • 04/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2020 → Present
    Wesley Chapel, FL
  • 05/2020 → 05/2020
    Charles Schwab Bank, Ssb
    Wesley Chapel, FL
Previous Registrations
Other Businesses

1) Rey McCabe | Investment Related:No|8623 Fiddleleaf Ct|Tampa|FL|33647|USA|Real Estate (Non-Agent/Broker)|Leasor|1/22/2018|Less than 20|0|Landlord, property maintenance, repairs, collect rent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-26
S63 Uniform Securities Agent State Law Examination 2015-10-12
  • S65 Uniform Investment Adviser Law Examination
    2018-03-26
  • S63 Uniform Securities Agent State Law Examination
    2015-10-12
Other Names
  • Rey Mccabe

View on SEC IAPD

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