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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Addison | TX | 10/2006 | 06/2020 |
| Usaa Financial Planning Services | Addison | TX | 10/2006 | 01/2018 |
| Often Home Llc | Kennedale | TX | 02/2017 | Present |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2020 |
| Usaa Investment Services Company | Plano | TX | 05/2025 | Present |
| Usaa Life Insurance Company | Plano | TX | 06/2020 | Present |
Name of Business: Often Home LLC;. Address: Personal Residence;. Nature of the business: home base business for online sales of household items: electronics, toys, clothing, etc . Position: Co-owner;. Start date: 02/01/2017;. Hours/month you devote to the other business: 5 hours/week;. Hours during securities trading hours: None: Investment related: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-14 |
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