Thomas Jordan Wright

Current Employers

Employment History

• 08/2016 → 03/2019
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 08/2016 → 06/2018
  Usaa Investment Management Company
  San Antonio, TX
• 08/2016 → 01/2018
  Outback Steakhouse
  San Antonio, TX
• 03/2019 → Present
  Broadway Wealth Solution
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2019-04-03
  Usaa Investment Services Company
  San Antonio, TX
• 2017-06-15 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX

Other Businesses

Financial Planning Association (San Antonio Chapter); Director of Partnerships, Treasurer, and President-Elect; Non-Investment Related; PO Box 780292 San Antonio TX 78278; Description of the Business: The mission of the FPA of San Antonio & South Texas is to promote the value of financial planning in the community, advance the practice of the profession with excellence, and act as the cornerstone of endorsement to the profession with the highest ethical standards. As the local chapter of the Financial Planning Association® (FPA®), we seek to support the professional growth of our members and help the public understand the important role financial planners play in the lives of their clients; Responsibility: To prepare and maintain a budget. Monitor financial expenses of the organization. Coordinate partnerships and their events. Prepare reports for the Board; Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: https://fpasatx.org/index.php.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-05
• S63 Uniform Securities Agent State Law Examination
  2016-10-12

Other Names

• Thomas J Wright