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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-04 |
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 | 07/2019 | 06/2021 |
| : Ad Idem Consulting | London | 03/2018 | 03/2019 | |
| Edwardian Hotels London Radisson Blu | London | 05/2017 | 08/2017 | |
| Edwardian Hotels London Radisson Blu | London | 08/2017 | 03/2018 | |
| Richmond American International University In London | London | 01/2014 | 05/2017 | |
| Unemployed | Raleigh | NC | 03/2019 | 07/2019 |
| Fit Atelier Llc | Charlotte | NC | 11/2020 | 05/2021 |
| Truist Investment Services, Inc | Atlanta | GA | 07/2021 | 02/2022 |
| Ally Invest Securities Llc | Charlotte | NC | 02/2022 | 08/2024 |
| Ally Invest Advisors | Charlotte | NC | 02/2022 | 08/2024 |
| Usaa Investment Services Company | Charlotte | NC | 08/2026 | Present |
| Usaa Bank | Charlotte | NC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-25 |
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