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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-16 |
| GA | RA | APPROVED | 2020-12-08 |
Branch Locations
2160 Satellite Blvd Suite 150, Duluth, GA 30097 • United States
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Atlanta | GA | 06/2011 | 07/2020 |
| Usaa Financial Planning Services | Atlanta | GA | 06/2011 | 01/2018 |
| Usaa Investment Management Company | Atlanta | GA | 01/2018 | 07/2020 |
| Morgan Stanley | Alpharetta | GA | 11/2020 | Present |
| Usaa | San Antonio | TX | 07/2011 | 11/2020 |
* 417856 - USO of Georgia Inc; Investment related No; Atlanta, GA; Non-Profit, Charitable; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); June 2012; During business hours: 4; After business hours: 0; Advisory
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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