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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

MARY ELIZABETH STORK

Advisor at USAA INVESTMENT SERVICES COMPANY

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:898549b9-1f21-3960-59ee-082a41af67cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 16, 2006 to Sep 14, 2026

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

Current firm: USAA INVESTMENT SERVICES COMPANY
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 15, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 15, 1998
First registration: Jun 16, 2006
Dual registered: yes, broker-dealer
Other names: MARY LANDT|MARY ELIZABETH CHRISTOPHER
IAPD individual key: 2960253

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jul 28, 2020	n/a	yes	SAN ANTONIO, TX	Current employment
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Oct 30, 2015	Jan 8, 2018	no	SAN ANTONIO, TX	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Aug 13, 2014	Sep 24, 2015	no	ENGLEWOOD, CO\|LONE TREE, CO	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jun 16, 2006	Jul 1, 2014	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jul 28, 2020	932	Bulk transfer	Other
SCHWAB WEALTH ADVISORY, INC.	USAA FINANCIAL PLANNING SERVICES	Sep 24, 2015	Oct 30, 2015	36	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	SCHWAB WEALTH ADVISORY, INC.	Jul 1, 2014	Aug 13, 2014	43	Firm change	Other

Relationships

Registered with (3)

→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: current employment
Jul 28, 2020 to presentfactForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 30, 2015 to Jan 8, 2018factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Aug 13, 2014 to Sep 24, 2015factForm ADV

Dated events

No dated event names this entity yet.