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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED | 2023-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Investment Services Company | San Antonio | TX | 02/1999 | 02/2021 |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 08/2007 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 07/2008 | 12/2020 |
| Usaa Life Insurance Company | San Antonio | TX | 12/2020 | 07/2022 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 08/2022 | 06/2023 |
| Charles Schwab Bank, Ssb | San Antonio | TX | 08/2022 | 06/2023 |
| Usaa | San Antonio | TX | 02/1999 | 07/2022 |
| Navy Federal Financial Group, Llc | San Antonio | TX | 06/2023 | 03/2025 |
| Navy Federal Investment Services, Llc | San Antonio | TX | 06/2023 | 03/2025 |
| Navy Federal Financial Group, Llc | Hollywood Park | TX | 03/2025 | Present |
| Navy Federal Investment Services, Llc | Hollywood Park | TX | 03/2025 | Present |
Statutory Durable POA for Farnum Terrell - Start March 12 2025 - Monitor finances and pay bills ect. - No compensation - 4 hrs during non-trade hours, 0 during trade hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-01 |
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