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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
3000 Schwab Way, Westlake, TX 76262 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 09/2010 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 04/2013 | 05/2020 |
| Paradise Flower Shop Inc | Tampa | FL | 06/2017 | 07/2018 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Bayport Yacht Club | Tampa | FL | 03/2018 | Present |
| Bayport Home Owners Association | Tampa | FL | 02/2018 | 03/2019 |
| Charles Schwab & Co., Inc. | Tampa | FL | 05/2020 | Present |
1) Bayport Yacht Club | Investment Related:No|5803 cruiser way|Tampa|FL|33615|USA|Sports/Physical Recreation|RearCommodore|6/18/2021|Less than 20|0|I am updating my role in the BayPort Yacht Club as Fleet Captain for the 2025/2026 year. I have been on the board in the past as Director at large, Historian, Rear Commodore, and Vice Commodore, Commodore (President) in the BPYC, our neighborhood Yacht/Social Club. This is not an officer position but is a director at large position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-24 |
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