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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 06/2013 | 05/2020 |
| Usaa Financial Advisors, Inc. | Tampa | FL | 06/2013 | 05/2020 |
| Little Nest Portraits | Glen Mills | PA | 11/2016 | 06/2018 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Howie Mac Photo | Riverview | FL | 06/2018 | Present |
| Clik Me Quik | Riverview | FL | 05/2019 | Present |
| Charles Schwab & Co., Inc. | Tampa | FL | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Tampa | FL | 05/2020 | Present |
Start Date = 06-20-18| Howie Mac Photo LLC| Co-Owner| San Antonio, FL| Hours/Month = Less than 20| Co-owner/investor. Day to day operations managed by spouse and staff. Branding and personal/family photography sessions. Various photography packages offered.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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