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Advisor at USAA INVESTMENT SERVICES COMPANY
FARMERS BRANCH, TX | SAN ANTONIO, TX | 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 | May 14, 2026 | n/a | yes | FARMERS BRANCH, TX|Plano, TX|SAN ANTONIO, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 2, 2022 | Oct 19, 2025 | no | Plano, TX|Plano, TX|Columbus, OH|Plano, TX|WESTERVILLE, OH|Columbus, OH|Plano, TX|Dallas, TX|Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | USAA INVESTMENT SERVICES COMPANY | Oct 19, 2025 | May 14, 2026 | 207 | Firm change | Other |