Michael Bratsztein

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-02-08
FL	RA	APPROVED	2021-01-27

Branch Locations

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

Organization	City	State	From	To
Usaa Financial Advisors Inc	Tampa	FL	11/2009	05/2020
Usaa Financial Planning Services	Tampa	FL	11/2009	05/2020
Usaa Investment Management Company	Tampa	FL	01/2018	05/2020
Charles Schwab & Co., Inc.	Riverview	FL	05/2020	Present
Charles Schwab Bank, Ssb	Temple Terrace	FL	05/2020	01/2021
Schwab Wealth Advisory	Riverview	FL	01/2021	Present

2018-01-08 → 2020-05-24

Usaa Investment Services Company

San Antonio, TX
2010-01-04 → 2018-01-08

Usaa Financial Planning Services

Tampa, FL

Tampa, FL
2008-04-30 → 2009-11-11

Truist Investment Services, Inc.

Orlando, FL

Davenport, FL

Clermont, FL

Haines City, FL

Lakeland, FL

Winter Haven, FL

Lakeland, FL
2007-10-01 → 2008-01-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
2007-08-29 → 2007-09-04

Charles Schwab & Co., Inc.

Orlando, FL

Maitland, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-24
S63	Uniform Securities Agent State Law Examination	1993-07-02
S65	Uniform Investment Adviser Law Examination	1993-07-02