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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED_RES | 2024-05-02 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • 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 Federal Savings Bank | Colorado Springs | CO | 02/2014 | 07/2017 |
| Usaa Financial Advisors Inc | Colorado Springs | CO | 03/2017 | 06/2020 |
| Usaa Financial Planning Services Inc | Colorado Springs | CO | 07/2017 | 01/2018 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 06/2020 |
| Usaa Life Insurance Company | Colorado Springs | CO | 06/2020 | Present |
| Usaa Invesment Services Company | Colorado Springs | CO | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-26 |
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