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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 07/2016 | 06/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | 12/2021 |
| Usaa Financial Planning Services | Phoenix | AZ | 07/2016 | 01/2018 |
| Usaa Investment Services Company | Phoenix | AZ | 06/2022 | 08/2022 |
| Unemployed | Phoenix | AZ | 09/2022 | 09/2023 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2024 | 04/2025 |
| J.P. Morgan Securities Llc | Surprise | AZ | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Surprise | AZ | 06/2025 | Present |
| Usaa Group/Usaa Life Co | Phoenix | AZ | 10/2023 | 04/2025 |
| Usaa Group/Usaa Life Co | Phoenix | AZ | 07/2016 | 08/2022 |
| Unemployed | Glendale | AZ | 05/2025 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-02 |
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