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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-03 |
| AZ | RA | APPROVED | 2019-01-31 |
| CA | RA | APPROVED | 2019-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Phoenix | AZ | 02/2011 | 02/2018 |
| Usaa Financial Planning Services | Phoenix | AZ | 02/2011 | 02/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 02/2018 |
| Ameriprise Financial Services Inc | Mesa | AZ | 02/2018 | 12/2018 |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 12/2018 | Present |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2018 | Present |
LeeAnn Investments, LLC | NOT INVESTMENT-RELATED | REAL ESTATE | LIMITED PARTNER | 1/20/1997 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | My parents set up this partnership to accumulate assets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-24 |
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