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Reading the graph
Advisor at USAA INVESTMENT SERVICES COMPANY
TAMPA, FL | 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 | Feb 5, 2026 | n/a | yes | SAN ANTONIO, TX|TAMPA, FL | Current employment |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Jul 3, 2024 | Oct 17, 2025 | no | Tampa, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 24, 2018 | Apr 27, 2023 | no | Mount Laurel, NJ|Tampa, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | USAA INVESTMENT SERVICES COMPANY | Oct 17, 2025 | Feb 5, 2026 | 111 | Firm change | Other |
| MORGAN STANLEY | PRINCIPAL SECURITIES, INC. | Apr 27, 2023 | Jul 3, 2024 | 433 | Firm change after gap | Wirehouse to ibd |