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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-18 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa | San Antonio | TX | 06/2020 | Present |
| Usaa Financial Advisors, Inc | San Antonio | TX | 10/2017 | 06/2020 |
| Usaa Investment Services Company | San Antonio | TX | 05/2014 | Present |
?Name of Business: U.S. Army Reserve Command Headquarters. ?Is business investment-related: No. ?Address of the other business:4710 Know St., Fort Liberty, NC 28310. ?Nature of the other business: Military. ?Position/Title, or relationship with the other business: JUDGE ADVOCATE GENERAL'S CORPS. ?Start date of your relationship: 01/2002. ?Approximate number of hours/months you devote to the other business: 25HRS. ?Number of hours you devote to the other business during securities trading hours: None. ?Briefly describe your duties relating to the other business: VARIOUS LEGAL DUTIES FOR US ARMY. ?Name of Business: FINRA ?Is business investment-related: Yes. ?Address of the other business: 9509 Key W Ave., Rockville, MD 20850. ?Nature of the other business: FINRA DISPUTE RESOLUTION. ?Position/Title, or relationship with the other business: ARBITRATOR. ?Start date of your relationship: 08/2005. ?Approximate number of hours/months you devote to the other business: 2 HOURS PER MONTH. ?Number of hours you devote to the other business during securities trading hours: None. ?Briefly describe your duties relating to the other business: Review investment related cases submitted for Arbitration. ?Name of Business: Rental Property ?Is business investment-related: No ?Address of the other business: Private Residence. ?Nature of the other business: Own two condominiums in Maine, both of which are rented to individuals. One unit has been owned since 2001 and the second unit since 2017. ?Position/Title, or relationship with the other business: Owner ?Start date of your relationship: 07/01/2001 ?Approximate number of hours/month you devote to the other business: 1 hour a month ?Number of hours you devote ot the other business during securities trading hours: No hours during securities trading hours ?Briefly describe your duties relating to the other business: Owner of the two condominium units. Both are owned individually, and not through any type of legal entity such as an LP, LLC, etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-05 |
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