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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-28 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
Wesley Chapel, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-12 |
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