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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

USAA INVESTMENT SERVICES COMPANY

CRD 5475

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13e56743-4bc0-776e-45ce-456c4fe942ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1,146
Dated events: 40
On other graphs: 0
Observed: Feb 24, 2012 to Sep 14, 2026
78 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=174.0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 108
Employees: 176
Advisory employees: 91
Offices: 4Schedule D 1.F, beyond the principal office
Individual clients: 2,456
High net worth clients: 179
SEC number: 801-126328
CIK: 847866
CRD: 5475
Filings on the tape: 78
First filed: Feb 24, 2012
Latest filed: Sep 14, 2026
Organised: Corporation, DE
Website: google.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 108

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTINE SYRENA CASTILLO	n/a	Plano, TX \| SAN ANTONIO, TX	20	22	1	yes
RANDY REYNOL JASO	n/a	SAN ANTONIO, TX \| San Antonio, TX	19	23	n/a	yes
WILLIAM LEE HARPER	n/a	Spring Branch, TX \| Peoria, AZ \| Phoenix, AZ \| SAN ANTONIO, TX	12	18	1	yes
JEFFREY THOMAS WURN	n/a	SAN ANTONIO, TX	10	21	2	yes
IDA KATHRYN BENFANTI	n/a	SAN ANTONIO, TX \| San Antonio, TX	9	25	1	yes
BRANDON LINDSEY GANN	n/a	SAN ANTONIO, TX \| Boerne, TX	8	25	3	yes
DANIEL FUENTES	Certified Financial Planner\|Chartered Financial Consultant	SAN ANTONIO, TX	8	39	4	yes
JOSEPH DONALD OCHOA	n/a	SAN ANTONIO, TX \| TAMPA, FL	8	41	5	yes
DAVID WAYNE YORK	n/a	Plano, TX \| Bedford, TX \| SAN ANTONIO, TX	8	36	1	yes
MARY ELIZABETH MEDLIN	n/a	SAN ANTONIO, TX	8	29	4	yes
STEVEN JAMES NOLAN	n/a	SAN ANTONIO, TX	8	27	2	yes
AUBREY LAWRENCE BORDOVSKY	n/a	SAN ANTONIO, TX	8	30	2	yes
CHRISTOPHER CHAPA	n/a	San Antonio, TX \| SAN ANTONIO, TX	8	21	2	yes
SCOTT WILLIAM RHIGER	n/a	SAN ANTONIO, TX \| San Antonio, TX	8	29	1	yes
VICTOR ANTONIO MENDEZ	n/a	SAN ANTONIO, TX	8	27	2	yes
ANTONIO MEDRANO	n/a	SAN ANTONIO, TX	8	27	3	yes
RODNEY KNAPPICK	n/a	SAN ANTONIO, TX	8	12	1	yes
DAVID MICHAEL PARSONS	n/a	San Antonio, TX \| Phoenix, AZ	8	26	1	yes
KEVIN DOUGLAS BEALL	Chartered Financial Consultant	SAN ANTONIO, TX \| Plano, TX	8	26	4	yes
RANDOL GEORGE WILKE	n/a	SAN ANTONIO, TX \| FAIR OAKS RANCH, TX	8	28	1	yes
TRAVIS PATRICK DOYLE	n/a	Phoenix, AZ \| LANTANA, TX \| Plano, TX	8	25	1	yes
CARL THOMAS OHLENBUSCH	n/a	SAN ANTONIO, TX \| San Antonio, TX	8	25	2	yes
GREGORY ALAN JENSCHKE	n/a	San Antonio, TX \| SAN ANTONIO, TX	8	25	2	yes
MARISOL SANCHEZ	n/a	SAN ANTONIO, TX \| San Antonio, TX	8	24	1	yes
DAVID BRENT STAHL	n/a	Plano, TX \| SAN ANTONIO, TX \| New Braunfels, TX	8	22	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEALL, KEVIN DOUGLAS	VICE PRESIDENT, DIRECTOR	Na	yes	05/2020	Jun 2, 2020	Nov 21, 2024
CARTER, BRANDON DANE	DIRECTOR, CHAIRMAN OF THE BOARD	Na	yes	03/2021	Mar 9, 2017	Nov 21, 2024
HANKS, KARE ELIZABETH	DIRECTOR, VICE PRESIDENT	Na	yes	08/2020	Jun 2, 2020	Nov 21, 2024
MUIR, JAMES DYER	CHIEF COMPLIANCE OFFICER	Na	yes	02/2018	Mar 30, 2018	Nov 21, 2024
PEREZ-ROSSELLO, MADELINE IVETTE	ASSISTANT VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER	Na	yes	04/2024	Nov 21, 2024	Nov 21, 2024
STORK, MARY ELIZABETH	Director	Na	yes	05/2020	Jun 2, 2020	Nov 21, 2024
UNITED SERVICES AUTOMOBILE ASSOCIATION	Shareholder	E	yes	10/1992	Feb 24, 2012	Nov 21, 2024
USAA CAPITAL CORPORATION	Shareholder	E	yes	10/1992	Feb 24, 2012	Nov 21, 2024
USAA INVESTMENT CORPORATION (PARENT CO.)	Shareholder	E	yes	10/1992	Feb 24, 2012	Nov 21, 2024
WHITE, WILLIAM SWEENEY	PRESIDENT, VICE-CHAIRMAN, DIRECTOR	Na	yes	02/2020	Mar 31, 2016	Nov 21, 2024
ECK, FRANK THOMAS IV	Secretary	Na	no	08/2024	Nov 21, 2024	Nov 21, 2024
FLORES, JENNIFER MARGRET	FINOP AND PRINCIPAL FINANCIAL OFFICER	Na	no	10/2019	Oct 21, 2019	Nov 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CATASTROPHE REINSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
ENTERPRISE INDEMNITY CAPTIVE INSURANCE COMPANY, INC.	n/a	n/a	n/a	N	yes	n/a
GARRISON PROPERTY AND CASUALTY INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
NOBLR INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
NOBLR RECIPROCAL EXCHANGE	n/a	n/a	n/a	N	yes	n/a
NOBLR RISK MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
NOBLR, INC.	n/a	n/a	n/a	N	yes	n/a
UNITED SERVICES AUTOMOBILE ASSOCIATION	n/a	n/a	n/a	Y	no	n/a
USAA ANNUITY SERVICES CORPORATION	n/a	n/a	n/a	N	yes	n/a
USAA CAPITAL CORPORATION	n/a	n/a	n/a	Y	yes	n/a
USAA CASUALTY INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
USAA COUNTY MUTUAL INSURANCE	n/a	n/a	n/a	N	yes	n/a
USAA FEDERAL SAVINGS BANK	n/a	n/a	n/a	N	yes	n/a
USAA GENERAL INDEMNITY COMPANY	n/a	n/a	n/a	N	yes	n/a
USAA INSURANCE AGENCY, INC.	n/a	n/a	n/a	N	yes	n/a
USAA LIFE GENERAL AGENCY, INC.	n/a	n/a	n/a	N	yes	n/a
USAA LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
USAA LIFE INSURANCE COMPANY OF NEW YORK	n/a	n/a	n/a	N	yes	n/a
USAA SAVINGS BANK	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Phoenix	Az	United States	12	yes
Plano	TX	United States	12	yes
Tampa	FL	United States	8	yes
COLORADO SPRINGS	Co	United States	6	yes
Tampa	FL	United States	2	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$0	$0	176	91	4	n/a	n/a
2024	Mar 31, 2025	$0	$0	152	106	5	n/a	n/a
2023	Mar 29, 2024	n/a	n/a	154	109	13	n/a	n/a
2022	Mar 30, 2023	n/a	n/a	154	113	11	n/a	n/a
2019	Mar 30, 2020	$25B	$23B	1,189	526	63	n/a	n/a
2018	Mar 29, 2019	$23B	$21B	1,560	8	0	n/a	n/a
2017	Mar 30, 2018	$25B	$23B	1,729	9	0	n/a	n/a
2016	Mar 31, 2017	$25B	$20B	484	10	n/a	n/a	n/a
2015	Mar 30, 2016	$23B	$19B	505	8	n/a	n/a	n/a
2014	Mar 31, 2015	$23B	$19B	498	8	n/a	n/a	n/a
2013	Mar 31, 2014	$20B	$17B	350	13	n/a	n/a	n/a
2012	Apr 1, 2013	$16B	$14B	286	14	n/a	n/a	n/a
2011	Mar 30, 2012	$12B	$11B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
23	7	16	6.5%	9	0	0	35	27

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	n/a	$0	n/a	n/a	n/a	176	152	4	5

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction; showing 20 of 51

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	2	Dec 18, 2023	Dec 20, 2023	TAMPA, FL	Team lift out	Other	2.3%
CHARLES SCHWAB & CO., INC.	2	Jan 25, 2023	Mar 7, 2023	SAN ANTONIO, TX	Team lift out	Other	2.3%
CHARLES SCHWAB & CO., INC.	2	Dec 31, 2021	Jun 14, 2022	SAN ANTONIO, TX	Team lift out	Other	2.2%
CHARLES SCHWAB & CO., INC.	2	Nov 5, 2021	Dec 3, 2021	PHOENIX, AZ	Team lift out	Other	2.2%
FIDELITY PERSONAL AND WORKPLACE ADVISORS	2	Jul 14, 2021	Aug 4, 2022	SAN ANTONIO, TX	Team lift out	Other	2.1%
CHARLES SCHWAB & CO., INC.	2	Jun 4, 2021	Jul 28, 2021	SAN ANTONIO, TX	Team lift out	Other	2.0%
VICTORY CAPITAL MANAGEMENT INC.	2	Jan 13, 2021	Sep 9, 2021	SAN ANTONIO, TX	Team lift out	Other	1.9%
VANGUARD ADVISERS, INC.	3	Jul 30, 2020	Dec 8, 2020	PHOENIX, AZ	Team lift out	Other	2.2%
VANGUARD ADVISERS, INC.	2	Jul 30, 2020	Apr 27, 2021	COLORADO SPRINGS, CO	Team lift out	Other	1.5%
EMPOWER ADVISORY GROUP, LLC	2	Jul 30, 2020	Jan 6, 2026	COLORADO SPRINGS, CO	Team lift out	Other	1.5%
NAVY FEDERAL INVESTMENT SERVICES, LLC	2	Jul 30, 2020	Jan 14, 2026	TAMPA, FL	Team lift out	Other	1.5%
FIDELITY PERSONAL AND WORKPLACE ADVISORS	2	Jul 30, 2020	Mar 23, 2021	COLORADO SPRINGS, CO	Team lift out	Other	1.5%
CHARLES SCHWAB & CO., INC.	3	Jul 30, 2020	Jan 28, 2026	PHOENIX, AZ	Team lift out	Other	2.2%
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	Jul 30, 2020	Apr 27, 2023	PHOENIX, AZ	Team lift out	Other	1.5%
FIDELITY PERSONAL AND WORKPLACE ADVISORS	2	Jul 27, 2020	Sep 14, 2020	PHOENIX, AZ	Team lift out	Other	1.5%
CHARLES SCHWAB & CO., INC.	3	Jul 22, 2020	May 25, 2023	COLORADO SPRINGS, CO	Team lift out	Other	2.1%
J.P. MORGAN SECURITIES LLC	2	Jul 22, 2020	Mar 17, 2023	COLORADO SPRINGS, CO	Team lift out	Other	1.4%
LPL FINANCIAL LLC	2	Jul 8, 2020	Dec 12, 2025	SAN ANTONIO, TX	Team lift out	Other	1.3%
VANGUARD ADVISERS, INC.	2	Jun 29, 2020	Jan 29, 2025	PHOENIX, AZ	Team lift out	Other	1.2%
MORGAN STANLEY	2	Jun 29, 2020	Aug 28, 2024	PHOENIX, AZ	Team lift out	Other	1.2%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PARK AVENUE SECURITIES LLC	2	Jul 24, 2026	Aug 19, 2026	TAMPA, FL	Team lift out	Other	0.1%
J.P. MORGAN SECURITIES LLC	2	Aug 10, 2025	May 28, 2026	MCKINNEY, TX	Team lift out	Other	0.0%
J.P. MORGAN SECURITIES LLC	2	Aug 15, 2019	Nov 15, 2019	PLANO, TX	Team lift out	Wirehouse to ibd	0.0%
MORGAN STANLEY	2	May 21, 2019	Jul 29, 2019	TAMPA, FL	Team lift out	Wirehouse to ibd	0.0%
AMERIPRISE FINANCIAL SERVICES, LLC	2	Jan 4, 2019	Jun 21, 2019	PLANO, TX	Team lift out	Ibd to ibd	0.0%
USAA FINANCIAL PLANNING SERVICES	2	Dec 8, 2015	Dec 16, 2015	SAN ANTONIO, TX	Channel change	Other	0.3%
USAA FINANCIAL PLANNING SERVICES	2	Sep 14, 2015	Sep 8, 2017	SAN ANTONIO, TX	Channel change	Other	0.3%
USAA FINANCIAL PLANNING SERVICES	2	Aug 26, 2015	Aug 18, 2017	SAN ANTONIO, TX	Channel change	Other	0.3%
USAA FINANCIAL PLANNING SERVICES	3	Feb 12, 2015	Feb 16, 2015	SAN ANTONIO, TX	Channel change	Other	0.5%

Relationships

showing 80 of 1,146

Registered with (79)

← Errin GreeneAdvisorregistration: current employment
Aug 26, 2026 to presentfactForm ADV
← Toby DyerAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← Jonathan FowlerAdvisorregistration: current employment
Aug 18, 2026 to presentfactForm ADV
← Anil KumarAdvisorregistration: current employment
Aug 18, 2026 to presentfactForm ADV
← John ClearyAdvisorregistration: current employment
Aug 11, 2026 to presentfactForm ADV
← ROBERT ANTHONY BACHALOAdvisorregistration: current employment
Aug 10, 2026 to presentfactForm ADV
← REBECCA TERESA CHAZENAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← JAY KLAVENEAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← ALEXANDER NICHOLAS FELLIOSAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← TARA ENGLISH STEINBERGAdvisorregistration: current employment
Jul 21, 2026 to presentfactForm ADV
← Paxton WoodAdvisorregistration: current employment
Jul 15, 2026 to presentfactForm ADV
← BRIAN JOHN DEJAAdvisorregistration: current employment
Jun 5, 2026 to presentfactForm ADV
← COREY MICHAEL KIRKAdvisorregistration: current employment
Jun 2, 2026 to presentfactForm ADV
← FELICIA ANNETTE BELCHERAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← BRIAN ARTURO DOMINGUEZAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← SABIHA GAMZE KARAKUSAdvisorregistration: current employment
May 14, 2026 to presentfactForm ADV
← MICHAEL CHRISTIAN FRITZSCHEAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← WILLIAM FLORENTINO SACCONE RODRIGUEZAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← JONATHAN ALEXANDER HOLMESAdvisorregistration: current employment
May 6, 2026 to presentfactForm ADV
← Erik RamnauthAdvisorregistration: current employment
May 5, 2026 to presentfactForm ADV
← Kenneth Maynard RemsenAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← NICHOLAS JAMES BROWNAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← KYHEROH D'UNTREA HARRISONAdvisorregistration: current employment
Apr 6, 2026 to presentfactForm ADV
← Zulema RomoAdvisorregistration: current employment
Mar 19, 2026 to presentfactForm ADV
← TANYA LYNN HOLMESLEYAdvisorregistration: current employment
Mar 18, 2026 to presentfactForm ADV
← Frederick Stauffer PlattAdvisorregistration: current employment
Mar 10, 2026 to presentfactForm ADV
← Philippe Holliday ThomasAdvisorregistration: current employment
Mar 10, 2026 to presentfactForm ADV
← MARAUD JAMAL PEMBERTONAdvisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← LEONARDO MATEUS MURCIAAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← MARIANA RAMIREZ BECERRAAdvisorregistration: current employment
Aug 7, 2025 to presentfactForm ADV
and 49 more

Affiliated with (1)

← USAA ASSET MANAGEMENT COMPANYRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 24, 2026
Team lift-out
2 advisors left Park Avenue Securities LLC (Tampa, FL) for Usaa Investment Services Company within 7 days
Form ADVobserved 5 days ago
2 advisors
Occurred
Jun 10, 2026
Advisor changed firm
Armando Castillo left Usaa Investment Services Company for J.P. Morgan Securities Llc (registered 2026-06-10)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2026
Advisor changed firm
Wade Elmo Oneal left Usaa Investment Services Company for Schwab Wealth Advisory, Inc. (registered 2026-05-01)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2026
Advisor changed firm
John M Harper left Usaa Investment Services Company for Lpl Enterprise, Llc (registered 2026-05-12)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2026
Advisor changed firm
Amber Mari Keens-Dumas left Usaa Investment Services Company for J. W. Cole Advisors, Inc. (registered 2026-02-24)
Form ADVobserved 5 days ago
Occurred
Dec 9, 2025
Advisor changed firm
Christopher Wayne Thomas left Usaa Investment Services Company for Vanguard Advisers, Inc. (registered 2025-12-12)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2025
Advisor changed firm
David Tu left Usaa Investment Services Company for J.P. Morgan Securities Llc (registered 2025-11-12)
Form ADVobserved 5 days ago
Occurred
Oct 29, 2025
Advisor changed firm
Christopher John Sanchez left Usaa Investment Services Company for Schwab Wealth Advisory, Inc. (registered 2025-10-30)
Form ADVobserved 5 days ago
Occurred
Aug 29, 2025
Advisor changed firm
Samuel Lee Dansby left Usaa Investment Services Company for Charles Schwab & Co., Inc. (registered 2025-09-30)
Form ADVobserved 5 days ago
Occurred
Aug 10, 2025
Team lift-out
2 advisors left J.P. Morgan Securities LLC (Mckinney, TX) for Usaa Investment Services Company within 11 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 10, 2025
Advisor changed firm
Christopher J Armenta left Usaa Investment Services Company for J.P. Morgan Securities Llc (registered 2025-07-25)
Form ADVobserved 5 days ago
Occurred
Jun 25, 2025
Advisor changed firm
Tyler James Keniston left Usaa Investment Services Company for Schwab Wealth Advisory, Inc. (registered 2025-07-15)
Form ADVobserved 5 days ago
Occurred
Jun 4, 2025
Advisor changed firm
Jose Herrera left Usaa Investment Services Company for Charles Schwab & Co., Inc. (registered 2025-06-17)
Form ADVobserved 5 days ago
Occurred
May 6, 2025
Advisor changed firm
Brian Craig Byers left Usaa Investment Services Company for Victory Capital Management Inc. (registered 2025-09-17)
Form ADVobserved 5 days ago
Occurred
Apr 24, 2025
Advisor changed firm
Patrick Salazar left Usaa Investment Services Company for J.P. Morgan Securities Llc (registered 2025-06-24)
Form ADVobserved 5 days ago
Occurred
Apr 21, 2025
Advisor changed firm
Alexander Greanias left Usaa Investment Services Company for Charles Schwab & Co., Inc. (registered 2025-05-20)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2025
Advisor changed firm
Gina Renee Deutsch left Usaa Investment Services Company for Schwab Wealth Advisory, Inc. (registered 2025-08-12)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2025
Advisor changed firm
Johnathan Lee Kaczyk left Usaa Investment Services Company for Charles Schwab & Co., Inc. (registered 2025-04-17)
Form ADVobserved 5 days ago
Occurred
Mar 14, 2025
Advisor changed firm
Vanessa Tavera left Usaa Investment Services Company for Charles Schwab & Co., Inc. (registered 2025-04-25)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2024
Advisor changed firm
Neal M Litton left Usaa Investment Services Company for Mwa Financial Services, Inc. (registered 2025-02-13)
Form ADVobserved 5 days ago
Occurred
Dec 12, 2024
Advisor changed firm
James Jimmy Vera left Usaa Investment Services Company for Wells Fargo Advisors (registered 2024-12-03)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2024
Advisor changed firm
Daniel Hyun Kim left Usaa Investment Services Company for Wells Fargo Advisors (registered 2025-01-27)
Form ADVobserved 5 days ago
Occurred
Nov 21, 2024
Control person left
Aubrey Lawrence Jr Bordovsky (Assistant Vice President And Principal Operations Officer) no longer on Schedule A of Usaa Investment Services Company (listed 2024-11-07, absent 2024-11-21)
Form ADVobserved 5 days ago
Occurred
Nov 21, 2024
Control person left
Frank Cias (Chief Legal Officer) no longer on Schedule A of Usaa Investment Services Company (listed 2024-11-07, absent 2024-11-21)
Form ADVobserved 5 days ago
Occurred
Nov 21, 2024
Control person joined
Madeline Ivette Perez-Rossello (Assistant Vice President And Principal Operations Officer) appeared on Schedule A of Usaa Investment Services Company
Form ADVobserved 5 days ago
Occurred
Sep 16, 2024
Advisor changed firm
Maria Susana Rodriguez left Usaa Investment Services Company for Capital Client Group, Inc. (registered 2025-12-26)
Form ADVobserved 5 days ago
Occurred
Jul 22, 2024
Advisor changed firm
Amanda Brooke Reyes left Usaa Investment Services Company for Edward Jones (registered 2024-07-15)
Form ADVobserved 5 days ago
Occurred
May 29, 2024
Advisor changed firm
Chad Peter Barrios left Usaa Investment Services Company for Foguth Wealth Management, Llc. (registered 2024-09-10)
Form ADVobserved 5 days ago
Occurred
Jan 8, 2024
Advisor changed firm
Ashley Ann Randall left Usaa Investment Services Company for Charles Schwab & Co., Inc. (registered 2024-03-19)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2023
Advisor changed firm
Lori Anne Mondello left Usaa Investment Services Company for Morgan Stanley (registered 2023-12-19)
Form ADVobserved 5 days ago
Occurred
Dec 18, 2023
Team lift-out
2 advisors left Usaa Investment Services Company (Tampa, FL) for Morgan Stanley within 2 days
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 18, 2023
Advisor changed firm
Montana Tori Herron left Usaa Investment Services Company for Morgan Stanley (registered 2023-12-20)
Form ADVobserved 5 days ago
Occurred
Dec 15, 2023
Control person left
Jeff Edward Tucker (Sfo/Treasurer) no longer on Schedule A of Usaa Investment Services Company (listed 2023-10-11, absent 2023-12-15)
Form ADVobserved 5 days ago
Occurred
Nov 30, 2023
Advisor changed firm
Jose Alfredo Perales left Usaa Investment Services Company for Forthright Capital (registered 2023-12-21)
Form ADVobserved 5 days ago
Occurred
Jul 31, 2023
Advisor changed firm
John Micah Milliron left Usaa Investment Services Company for Thrivent Investment Management Inc. (registered 2024-08-19)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person joined
Frank Cias (Chief Legal Officer) appeared on Schedule A of Usaa Investment Services Company
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Control person left
Sally Ann Fortier Murphy (Acting General Counsel) no longer on Schedule A of Usaa Investment Services Company (listed 2022-11-17, absent 2023-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 9, 2023
Advisor changed firm
Thaddaeus Andrew Money left Usaa Investment Services Company for Morgan Stanley (registered 2023-03-27)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Sep 18, 2026
John F. Durham added a AZ registration at Usaa Investment Services Company
Occurred
Mar 31, 2025
Usaa Investment Services Company reported 5 offices beyond its principal office, down from 12 (2025-02-04 to 2025-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13e56743-4bc0-776e-45ce-456c4fe942ca
First observed: Feb 24, 2012
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

USAA INVESTMENT SERVICES COMPANY

CRD 5475

SAN ANTONIO, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTINE SYRENA CASTILLO

n/a

Plano, TX | SAN ANTONIO, TX

yes

RANDY REYNOL JASO

n/a

SAN ANTONIO, TX | San Antonio, TX

n/a

yes

WILLIAM LEE HARPER

n/a

Spring Branch, TX | Peoria, AZ | Phoenix, AZ | SAN ANTONIO, TX

yes

JEFFREY THOMAS WURN

n/a

SAN ANTONIO, TX

yes

IDA KATHRYN BENFANTI

n/a

SAN ANTONIO, TX | San Antonio, TX

yes

BRANDON LINDSEY GANN

n/a

SAN ANTONIO, TX | Boerne, TX

yes

DANIEL FUENTES

Certified Financial Planner|Chartered Financial Consultant

SAN ANTONIO, TX

yes

JOSEPH DONALD OCHOA

n/a

SAN ANTONIO, TX | TAMPA, FL

yes

DAVID WAYNE YORK

n/a

Plano, TX | Bedford, TX | SAN ANTONIO, TX

yes

MARY ELIZABETH MEDLIN

n/a

SAN ANTONIO, TX

yes

STEVEN JAMES NOLAN

n/a

SAN ANTONIO, TX

yes

AUBREY LAWRENCE BORDOVSKY

n/a

SAN ANTONIO, TX

yes

CHRISTOPHER CHAPA

n/a

San Antonio, TX | SAN ANTONIO, TX

yes

SCOTT WILLIAM RHIGER

n/a

SAN ANTONIO, TX | San Antonio, TX

yes

VICTOR ANTONIO MENDEZ

n/a

SAN ANTONIO, TX

yes

ANTONIO MEDRANO

n/a

SAN ANTONIO, TX

yes

RODNEY KNAPPICK

n/a

SAN ANTONIO, TX

yes

DAVID MICHAEL PARSONS

n/a

San Antonio, TX | Phoenix, AZ

yes

KEVIN DOUGLAS BEALL

Chartered Financial Consultant

SAN ANTONIO, TX | Plano, TX

yes

RANDOL GEORGE WILKE

n/a

SAN ANTONIO, TX | FAIR OAKS RANCH, TX

yes

TRAVIS PATRICK DOYLE

n/a

Phoenix, AZ | LANTANA, TX | Plano, TX

yes

CARL THOMAS OHLENBUSCH

n/a

SAN ANTONIO, TX | San Antonio, TX

yes

GREGORY ALAN JENSCHKE

n/a

San Antonio, TX | SAN ANTONIO, TX

yes

MARISOL SANCHEZ

n/a

SAN ANTONIO, TX | San Antonio, TX

yes

DAVID BRENT STAHL

n/a

Plano, TX | SAN ANTONIO, TX | New Braunfels, TX

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEALL, KEVIN DOUGLAS

VICE PRESIDENT, DIRECTOR

yes

05/2020

Jun 2, 2020

Nov 21, 2024

CARTER, BRANDON DANE

DIRECTOR, CHAIRMAN OF THE BOARD

yes

03/2021

Mar 9, 2017

Nov 21, 2024

HANKS, KARE ELIZABETH

DIRECTOR, VICE PRESIDENT

yes

08/2020

Jun 2, 2020

Nov 21, 2024

MUIR, JAMES DYER

CHIEF COMPLIANCE OFFICER

yes

02/2018

Mar 30, 2018

Nov 21, 2024

PEREZ-ROSSELLO, MADELINE IVETTE

ASSISTANT VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER

yes

04/2024

Nov 21, 2024

STORK, MARY ELIZABETH

Director

yes

05/2020

Jun 2, 2020

Nov 21, 2024

UNITED SERVICES AUTOMOBILE ASSOCIATION

Shareholder

yes

10/1992

Feb 24, 2012

Nov 21, 2024

USAA CAPITAL CORPORATION

Shareholder

yes

10/1992

Feb 24, 2012

Nov 21, 2024

USAA INVESTMENT CORPORATION (PARENT CO.)

Shareholder

yes

10/1992

Feb 24, 2012

Nov 21, 2024

WHITE, WILLIAM SWEENEY

PRESIDENT, VICE-CHAIRMAN, DIRECTOR

yes

02/2020

Mar 31, 2016

Nov 21, 2024

ECK, FRANK THOMAS IV

Secretary

08/2024

Nov 21, 2024

FLORES, JENNIFER MARGRET

FINOP AND PRINCIPAL FINANCIAL OFFICER

10/2019

Oct 21, 2019

Nov 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CATASTROPHE REINSURANCE COMPANY

n/a

yes

n/a

ENTERPRISE INDEMNITY CAPTIVE INSURANCE COMPANY, INC.

n/a

yes

n/a

GARRISON PROPERTY AND CASUALTY INSURANCE COMPANY

n/a

yes

n/a

NOBLR INSURANCE SERVICES, LLC

n/a

yes

n/a

NOBLR RECIPROCAL EXCHANGE

n/a

yes

n/a

NOBLR RISK MANAGEMENT, LLC

n/a

yes

n/a

NOBLR, INC.

n/a

yes

n/a

UNITED SERVICES AUTOMOBILE ASSOCIATION

n/a

USAA ANNUITY SERVICES CORPORATION

n/a

yes

n/a

USAA CAPITAL CORPORATION

n/a

yes

n/a

USAA CASUALTY INSURANCE COMPANY

n/a

yes

n/a

USAA COUNTY MUTUAL INSURANCE

n/a

yes

n/a

USAA FEDERAL SAVINGS BANK

n/a

yes

n/a

USAA GENERAL INDEMNITY COMPANY

n/a

yes

n/a

USAA INSURANCE AGENCY, INC.

n/a

yes

n/a

USAA LIFE GENERAL AGENCY, INC.

n/a

yes

n/a

USAA LIFE INSURANCE COMPANY

n/a

yes

n/a

USAA LIFE INSURANCE COMPANY OF NEW YORK

n/a

yes

n/a

USAA SAVINGS BANK

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Phoenix

United States

yes

Plano

United States

yes

Tampa

United States

yes

COLORADO SPRINGS

United States

yes

Tampa

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

176

n/a

2024

Mar 31, 2025

152

106

n/a

2023

Mar 29, 2024

n/a

154

109

n/a

2022

Mar 30, 2023

n/a

154

113

n/a

2019

Mar 30, 2020

$25B

$23B

1,189

526

n/a

2018

Mar 29, 2019

$23B

$21B

1,560

n/a

2017

Mar 30, 2018

$25B

$23B

1,729

n/a

2016

Mar 31, 2017

$25B

$20B

484

n/a

2015

Mar 30, 2016

$23B

$19B

505

n/a

2014

Mar 31, 2015

$23B

$19B

498

n/a

2013

Mar 31, 2014

$20B

$17B

350

n/a

2012

Apr 1, 2013

$16B

$14B

286

n/a

2011

Mar 30, 2012

$12B

$11B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

6.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a

176

152

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Dec 18, 2023

Dec 20, 2023

TAMPA, FL

Team lift out

Other

2.3%

CHARLES SCHWAB & CO., INC.

Jan 25, 2023

Mar 7, 2023

SAN ANTONIO, TX

Team lift out

Other

2.3%

CHARLES SCHWAB & CO., INC.

Dec 31, 2021

Jun 14, 2022

SAN ANTONIO, TX

Team lift out

Other

2.2%

CHARLES SCHWAB & CO., INC.

Nov 5, 2021

Dec 3, 2021

PHOENIX, AZ

Team lift out

Other

2.2%

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 14, 2021

Aug 4, 2022

SAN ANTONIO, TX

Team lift out

Other

2.1%

CHARLES SCHWAB & CO., INC.

Jun 4, 2021

Jul 28, 2021

SAN ANTONIO, TX

Team lift out

Other

2.0%

VICTORY CAPITAL MANAGEMENT INC.

Jan 13, 2021

Sep 9, 2021

SAN ANTONIO, TX

Team lift out

Other

1.9%

VANGUARD ADVISERS, INC.

Jul 30, 2020

Dec 8, 2020

PHOENIX, AZ

Team lift out

Other

2.2%

VANGUARD ADVISERS, INC.

Jul 30, 2020

Apr 27, 2021

COLORADO SPRINGS, CO

Team lift out

Other

1.5%

EMPOWER ADVISORY GROUP, LLC

Jul 30, 2020

Jan 6, 2026

COLORADO SPRINGS, CO

Team lift out

Other

1.5%

NAVY FEDERAL INVESTMENT SERVICES, LLC

Jul 30, 2020

Jan 14, 2026

TAMPA, FL

Team lift out

Other

1.5%

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 30, 2020

Mar 23, 2021

COLORADO SPRINGS, CO

Team lift out

Other

1.5%

CHARLES SCHWAB & CO., INC.

Jul 30, 2020

Jan 28, 2026

PHOENIX, AZ

Team lift out

Other

2.2%

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 30, 2020

Apr 27, 2023

PHOENIX, AZ

Team lift out

Other

1.5%

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 27, 2020

Sep 14, 2020

PHOENIX, AZ

Team lift out

Other

1.5%

CHARLES SCHWAB & CO., INC.

Jul 22, 2020

May 25, 2023

COLORADO SPRINGS, CO

Team lift out

Other

2.1%

J.P. MORGAN SECURITIES LLC

Jul 22, 2020

Mar 17, 2023

COLORADO SPRINGS, CO

Team lift out

Other

1.4%

LPL FINANCIAL LLC

Jul 8, 2020

Dec 12, 2025

SAN ANTONIO, TX

Team lift out

Other

1.3%

VANGUARD ADVISERS, INC.

Jun 29, 2020

Jan 29, 2025

PHOENIX, AZ

Team lift out

Other

1.2%

MORGAN STANLEY

Jun 29, 2020

Aug 28, 2024

PHOENIX, AZ

Team lift out

Other

1.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PARK AVENUE SECURITIES LLC

Jul 24, 2026

Aug 19, 2026

TAMPA, FL

Team lift out

Other

0.1%

J.P. MORGAN SECURITIES LLC

Aug 10, 2025

May 28, 2026

MCKINNEY, TX

Team lift out

Other

0.0%

J.P. MORGAN SECURITIES LLC

Aug 15, 2019

Nov 15, 2019

PLANO, TX

Team lift out

Wirehouse to ibd

0.0%

MORGAN STANLEY

May 21, 2019

Jul 29, 2019

TAMPA, FL

Team lift out

Wirehouse to ibd

0.0%

AMERIPRISE FINANCIAL SERVICES, LLC

Jan 4, 2019

Jun 21, 2019

PLANO, TX

Team lift out

Ibd to ibd

0.0%

USAA FINANCIAL PLANNING SERVICES

Dec 8, 2015

Dec 16, 2015

SAN ANTONIO, TX

Channel change

Other

0.3%

USAA FINANCIAL PLANNING SERVICES

Sep 14, 2015

Sep 8, 2017

SAN ANTONIO, TX

Channel change

Other

0.3%

USAA FINANCIAL PLANNING SERVICES

Aug 26, 2015

Aug 18, 2017

SAN ANTONIO, TX

Channel change

Other

0.3%

USAA FINANCIAL PLANNING SERVICES

Feb 12, 2015

Feb 16, 2015

SAN ANTONIO, TX

Channel change

Other

0.5%