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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-15 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
Charlotte, NC • United States
200 West Blvd, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2014 | 01/2019 |
| Ally Invest Securities Llc | Charlotte | NC | 01/2019 | 04/2026 |
| Ally Invest Advisors | Charlotte | NC | 03/2021 | 04/2026 |
| Usaa | Charlotte | NC | 04/2026 | Present |
| Usaa Investment Services Company | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-29 |
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