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Advisor at USAA INVESTMENT SERVICES COMPANY
TAMPA, FL | PALMETTO, FL | Plano, 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 | Jun 5, 2026 | n/a | yes | TAMPA, FL|Plano, TX|PALMETTO, FL | Current employment |
| FISHER INVESTMENTS | Independent wealth | Sep 19, 2024 | Mar 31, 2026 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | Mar 31, 2026 | Jun 5, 2026 | 66 | Firm change | Other |