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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-08 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
Bulverde, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 10/2010 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 04/2013 | 12/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | Present |
| Usaa Life Insurance Company | San Antonio | TX | 01/2021 | Present |
FINRA; NOT INVESTMENT RELATED; 12801 NORTH CENTRAL EXPRESSWAY, SUITE 1050, DALLAS TX 75243-1778; DISPUTE RESOLUTION SERVICE FOR ELIGIBLE FINRA CASES; NON PUBLIC ARBITRATOR; START DATE: 05/05/16; 1 HOURS PER MTH; SERVING AS A NON PUBLIC ARBITRATOR FOR FINRA TO PROVIDE DECISIONS ON ELIGIBLE FINRA CASES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-11 |
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