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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 01/2014 | 12/2020 |
| Usaa Financial Advisors Inc | San Antonio | TX | 01/2014 | 06/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 07/2024 |
| Usaa Life Insurance Company | San Antonio | TX | 12/2020 | 07/2024 |
| Edward Jones | St Louis | MO | 07/2024 | Present |
Innovative Portfolio Strategies LLC Type of business: LLC for Rental property Boerne, TX Start date: 3/15/2021 Owner Hours per week: 1 Hours during trading: 1 Desc: Manage vrbo and Airbnb sites for rental, pay expenses, fix any issues that arise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-08 |
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