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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
3000 Schwab Way, Westlake, TX 76262 • United States
Tampa, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ft. Worth | TX | 10/2009 | 05/2017 |
| Usaa Financial Advisors Inc. | Tampa | FL | 05/2017 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 05/2017 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Tampa | FL | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-14 |
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