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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-11-05 |
| TX | RA | APPROVED | 2020-11-05 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
1855 Telstar Drive, Colorado Springs, CO 80920 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Colorado Springs | CO | 04/2016 | 06/2020 |
| Usaa Financial Planning Services | Colorado Springs | CO | 04/2016 | 12/2020 |
| Usaa Investment Services Company | Colorado Springs | CO | 01/2018 | Present |
| Usaa Life Insurance Company | Colorado Springs | CO | 12/2020 | Present |
Company Name: Trilivy Nature of Business: Coaching, Support, and Guidance Business Address: 100 International Dr 18th Floor Baltimore MD 21202 Title/Position: Coach Brief Description of Duties Performed: Coaching Clients Dates Employed: 06/26/2021 TO PRESENT Amount of time you devote per week or per month: 8 hours a Month Work During Trading Hours: No Investment related: No Company Name: Rover.com Nature of Business: Pet Sitting, Doggie daycare, cats, etc. Business Address: 2101 Fourth Ave Ste 400 Seattle WA 98121 Title/Position: Pet Sitter Brief Description of Duties Performed: Doggie Daycare, taking care of dogs, cats, etc. Dates Employed: 02/08/2022 TO PRESENT Amount of time you devote per week or per month: 300 hours a Month Work During Trading Hours: Yes Investment related: No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-18 |
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