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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-04 |
| TX | RA | APPROVED_RES | 2022-02-04 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
1855 Telstar Drive, Colorado Springs, CO 80920 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Colorado Springs | CO | 08/2013 | 06/2020 |
| Usaa Financial Advisors Inc | Colorado Springs | CO | 03/2017 | 06/2020 |
| Usaa Investment Management Company | Colorado Springs | CO | 01/2018 | 06/2020 |
| Usaa Life Insurance Company | Colorado Springs | CO | 08/2018 | Present |
| Usaa Investment Services Company | Colorado Springs | CO | 02/2022 | Present |
Company Name: : JJN Home Health Agency Inc. Investment related: No Business Address:: 515 Fox Run Circle Colorado Springs CO 80920 Nature of Business: Home Health Agency Position: Parent Family Care Provider Start Date: 02/01/2024 Number of work hours/Month: 70 per month Number of work hours during security trading hours: none Duties: As part of the Colorado Community Connector program, I will be assisting my three sons with special needs in participating in community activities such as sports, recreational, and social events. *********** Company Name: : Aveanna Healthcare Investment related: No Business Address:: 1115 Elkton Drive Nature of Business: Pediatric Home Care Position: Parent CNA Start Date: 02/2020 Number of work hours/Month: 42 weeks Number of work hours during security trading hours: none Duties:As a parent CNA I will be employed by Aveanna as a contractor to provide in home CNA care to my own children with special needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-26 |
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