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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 06/2010 | 01/2018 |
| Usaa Financial Advisors, Inc | Tampa | FL | 06/2010 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 05/2020 | 07/2021 |
| Charles Schwab Bank, Ssb | Temple Terrace | FL | 05/2020 | 07/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 09/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-24 |
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