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Martin James Mata

Charles Schwab & Co., Inc.

Helotes, TX

Lone Tree, CO

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-07
  • TX RA
    APPROVED
    Since 2023-03-07

Branch Locations

Helotes, TX • United States

9800 Schwab Way, Lone Tree, CO 80124 • 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. San Antonio TX 09/2007 06/2020
Usaa Financial Planning Services San Antonio TX 10/2007 12/2020
Usaa Investment Management Company San Antonio TX 01/2018 01/2023
Usaa Life Insurance Company San Antonio TX 12/2020 01/2023
Charles Schwab & Co., Inc. Helotes TX 01/2023 Present
  • 09/2007 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 10/2007 → 12/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 01/2023
    Usaa Investment Management Company
    San Antonio, TX
  • 12/2020 → 01/2023
    Usaa Life Insurance Company
    San Antonio, TX
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Helotes, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-24
S63 Uniform Securities Agent State Law Examination 1990-11-12
  • S65 Uniform Investment Adviser Law Examination
    2002-01-24
  • S63 Uniform Securities Agent State Law Examination
    1990-11-12
Designations
Other Names
  • Martin Mata

View on SEC IAPD

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