DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at USAA INVESTMENT SERVICES COMPANY
TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jul 28, 2026 | n/a | yes | TAMPA, FL | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Mar 17, 2026 | Jul 24, 2026 | no | TAMPA, FL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Feb 4, 2025 | Feb 11, 2026 | no | TAMPA, FL | Previous registration |
| WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | Independent wealth | Jun 1, 2023 | Dec 4, 2024 | no | TAMPA, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 29, 2022 | Apr 24, 2023 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | USAA INVESTMENT SERVICES COMPANY | Jul 24, 2026 | Jul 28, 2026 | 4 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | PARK AVENUE SECURITIES LLC | Feb 11, 2026 | Mar 17, 2026 | 34 | Firm change | Ibd to ibd |
| WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | VALIC FINANCIAL ADVISORS, INC. | Dec 4, 2024 | Feb 4, 2025 | 62 | Firm change | RIA to ibd |
| WELLS FARGO ADVISORS | WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | Apr 24, 2023 | Jun 1, 2023 | 38 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46173:5475:FL:2026-07-24 | Jul 24, 2026 | Jul 28, 2026 | TAMPA, FL | Firm change |