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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-08-19 |
| TX | RA | APPROVED | 2020-11-06 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
Buckeye, AZ • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 04/2008 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 04/2008 | 12/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | Present |
| Usaa Life Insurance Company | Phoenix | AZ | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-27 |
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