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Current Employers
Gap Financial Services Or Gap Financial

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-19
  • TX RA
    APPROVED
    Since 2026-01-19

Branch Locations

Fair Oaks Ranch, TX • United States

Austin, TX • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Investment Services Company San Antonio TX 01/2018 06/2020
Usaa Financial Planning Services San Antonio TX 02/2014 01/2018
Usaa Military Affairs San Antonio TX 06/2020 12/2025
Gap Financial Services Austin TX 01/2026 Present
  • 01/2018 → 06/2020
    San Antonio, TX
  • 02/2014 → 01/2018
    Usaa Financial Planning Services
    San Antonio, TX
  • 06/2020 → 12/2025
    Usaa Military Affairs
    San Antonio, TX
  • 01/2026 → Present
    Gap Financial Services
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-11
S63 Uniform Securities Agent State Law Examination 1994-10-11
  • S65 Uniform Investment Adviser Law Examination
    1996-09-11
  • S63 Uniform Securities Agent State Law Examination
    1994-10-11
Designations
Other Names
  • Jr Joseph Arnold Montanaro

View on SEC IAPD

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