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Advisor at USAA INVESTMENT SERVICES COMPANY
Plano, TX | TAMPA, FL
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 18, 2026 | n/a | yes | Plano, TX|TAMPA, FL | Current employment |
| FISHER INVESTMENTS | Independent wealth | Mar 16, 2026 | Apr 30, 2026 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | Apr 30, 2026 | Aug 18, 2026 | 110 | Firm change | Other |