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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 11/2011 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 11/2011 | 05/2020 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 05/2020 |
| Self-Employed | Northlake | TX | 10/2019 | 07/2022 |
| Self-Employed | Northlake | TX | 05/2016 | Present |
| Charles Schwab And Co., Inc. | Westlake | TX | 05/2020 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | Present |
| Cindy Martin | Bartonville | TX | 01/1987 | 07/2022 |
1) Market Goats | Investment Related:No|Agriculture/Forestry/Fishing|Owner |5/1/2016|Less than 20|0|I raise goats to sell , 2) Catholic Daughters of America (St. Mark Argyle Chapter) | Investment Related:No|Nonprofit Charitable Organizations|Treasurer |6/13/2026|Less than 20|0|Handle deposits of monies after Financial Secretary records. Pay bills and write checks to our charities (all checks require 2 signatures) . We only have a bank account, no investments of any kind.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-26 |
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