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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-09-30 |
Branch Locations
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
Rogers, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 11/2008 | 09/2020 |
| Usaa Investment Management Company | San Antonio | TX | 10/2011 | 09/2020 |
| Usaa Financial Advisors Inc | San Antonio | TX | 10/2015 | 07/2020 |
| First Citizens Investor Services | Raleigh | NC | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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