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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-23 |
Branch Locations
1435 Loop 1604 West Suite 101, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Investment Management Company | San Antonio | TX | 12/2017 | 03/2020 |
| Charles Schwab & Co., Inc | San Antonio | TX | 05/2022 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 05/2022 | Present |
| Usaa Financial Advisors Inc | San Antonio | TX | 06/2016 | 07/2017 |
| Usaa Financial Advisors Inc | San Antonio | TX | 07/2017 | 12/2017 |
| Usaa Life Company | San Antonio | TX | 03/2020 | 04/2022 |
1) Personal Home Rental Property | Investment Related:No|13710 Topaz Lake|Helotes|Texas|78023|USA|Other|Property Owner|2/5/2018|Varies|0|My spouse and I own one rental home that was our former residence for 14 years. We earn roughly $10,000 a year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-24 |
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