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Advisor at USAA INVESTMENT SERVICES COMPANY
Charlotte, NC | 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 | Jul 15, 2026 | n/a | yes | SAN ANTONIO, TX|Charlotte, NC|Charlotte, NC | Current employment |
| ALLY INVEST ADVISORS | Independent wealth | Apr 9, 2021 | Apr 22, 2026 | no | CHARLOTTE, NC | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Oct 10, 2016 | Apr 9, 2019 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLY INVEST ADVISORS | USAA INVESTMENT SERVICES COMPANY | Apr 22, 2026 | Jul 15, 2026 | 84 | Firm change | Other |
| VANGUARD ADVISERS, INC. | ALLY INVEST ADVISORS | Apr 9, 2019 | Apr 9, 2021 | 731 | Firm change after gap | Ibd to RIA |