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Current Employers
Usaa Investment Services Company

9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-08
  • TX RA
    APPROVED
    Since 2018-01-08

Branch Locations

9800 Fredericksburg Road, San Antonio, TX 78288 • United States

San Antonio, TX • 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 Investment Services Company San Antonio TX 05/2013 Present
Usaa Financial Planning Services San Antonio TX 08/2013 12/2020
Usaa Life Insurance Company San Antonio TX 12/2020 Present
  • 09/2007 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 05/2013 → Present
    San Antonio, TX
  • 08/2013 → 12/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 12/2020 → Present
    Usaa Life Insurance Company
    San Antonio, TX
Previous Registrations
  • 2009-01-02 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
  • 2004-10-22 → 2008-12-31
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
  • 2003-03-04 → 2004-10-22
    Usaa Financial Planning Services
    San Antonio, TX
  • 2002-05-20 → 2002-09-30
    Usaa Financial Planning Services
    San Antonio, TX
Other Businesses

*Company Name: HOME TEAM OF AMERICA *Investment related: NO *Business Address: 16719 HUEBNER RD BUILDING 4, SAN ANTONIO TX 78248 *Nature of Business: REAL ESTATE *Position: REAL ESTATE AGENT *Start Date: 05/01/2021 *Number of work hours/Month: 15 hours a month *Number of work hours during security trading hours: 0 *Duties: Buy and sell homes for clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-10
  • S63 Uniform Securities Agent State Law Examination
    1997-02-10
Other Names
  • Mary Lee Mckay
  • Mary Lee Mckay
  • Mary Elizabeth Lee

View on SEC IAPD

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