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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 08/2016 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 08/2016 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 05/2019 | 05/2020 |
| Charles Schwab & Co., Inc. | Tampa | FL | 05/2020 | Present |
1) Property Investment | Investment Related:No|820 Proclamation Drive|Tampa|FL|33613|USA|Real Estate (Non-Agent/Broker)|Owner|10/30/2020|Less than 20|0|buy and sell 2-3 investment properties per year
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-22 |
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