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Advisor at USAA INVESTMENT SERVICES COMPANY
San Antonio, TX | SAN ANTONIO, TX
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 | Aug 7, 2025 | n/a | yes | San Antonio, TX|SAN ANTONIO, TX | Current employment |
| FISHER INVESTMENTS | Independent wealth | Dec 4, 2023 | Sep 9, 2024 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | Sep 9, 2024 | Aug 7, 2025 | 332 | Firm change | Other |