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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 03/2014 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 04/2014 | 05/2020 |
| Mtw Contractors Inc. | Dallas | TX | 09/2017 | 05/2020 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 05/2020 |
| Charles Schwab And Co., Inc. | Westlake | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | 06/2020 |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-30 |
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