# Carlos Luis Cortez

Carlos Luis Cortez is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-11-10 | present | Yes |
| [VICTORY CAPITAL MANAGEMENT INC.](https://search.stillhousedata.com/firm/106189) | 2021-09-09 | 2021-09-20 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2009-10-22 | 2021-01-13 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2009-01-02 | 2009-10-22 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2006-08-21 | 2008-12-31 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2001-03-19 | 2006-08-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2856454)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2856454.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.