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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 02/2014 | 05/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 04/2014 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab | San Antonio | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 05/2020 | Present |
1) Rental property | Investment Related:No|719 Cypresscliff Dr |San Antonio|Texas|78245|USA|Real Estate (Non-Agent/Broker)|landlord |5/1/2022|Less than 20|0|second home that I won and will be renting out, role will be that of the property manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-16 |
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