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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
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2020 | Present |
Smart Inspiration | not investment related | Wesley Chapel, Florida | start date 12/28/2020 | owner | publish my children's book and sell the book through different online platforms and book stores | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-13 |
| S66 | Uniform Combined State Law Examination | 2008-01-11 |
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