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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-21 |
| TX | RA | APPROVED | 2023-09-14 |
Branch Locations
3405 W Martin L. King Jr. Blvd Suite 300, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | St. Petersburg | FL | 05/2016 | 11/2016 |
| Usaa Financial Planning Services | Tampa | FL | 11/2016 | 12/2020 |
| Usaa Financial Advisors, Inc | Tampa | FL | 11/2016 | 06/2020 |
| Usaa Investment Services Company | Tampa | FL | 01/2018 | 09/2023 |
| Usaa Life Insurance Company | Tampa | FL | 12/2020 | 09/2023 |
| Fisher Investments | Tampa | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-21 |
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