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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-01 |
| CA | RA | APPROVED | 2020-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 04/2006 | 05/2020 |
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 04/2006 | 05/2020 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 05/2020 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 05/2020 | Present |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-21 |
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