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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 03/2014 | 06/2020 |
| Usaa Financial Planning Services | Addison | TX | 04/2014 | 06/2022 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 07/2020 |
| Usaa Investment Services Company | Plano | TX | 07/2026 | Present |
| Usaa Life Company | Plano | TX | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-03 |
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