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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
2 disclosure categories 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 Planning Services | Addison | TX | 03/2015 | 06/2021 |
| Usaa Financial Advisors Inc | Addison | TX | 03/2015 | 06/2021 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 06/2021 |
| Doaam Productions | Addison | TX | 07/2019 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | 04/2026 |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2021 | 03/2023 |
| Usaa Life Insurance Company | Plano | TX | 07/2026 | Present |
| Usaa Investment Services Company | Plano | TX | 07/2026 | Present |
1) DOAAM Productions | Investment Related: No| Videography, editing | Owner|7/1/2019|15 hours a month|0 during trading hours |Make Videos for events such as weddings, graduations, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-25 |
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