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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

TARA ENGLISH STEINBERG

Advisor at USAA INVESTMENT SERVICES COMPANY

PALMETTO, FL | TAMPA, FL | Tampa, FL

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Search this name across graphsid dfx:ria:e30b9940-bc7d-9acb-1ab0-369f38358de1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 29, 2008 to Sep 15, 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: Sep 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 12, 2008
First registration: Sep 29, 2008
Dual registered: yes, broker-dealer
Other names: TARA ENGLISH|TARA MICHELLE ENGLISH
IAPD individual key: 5562795

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 21, 2026	n/a	yes	TAMPA, FL\|PALMETTO, FL\|Tampa, FL\|TAMPA, FL	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jul 30, 2020	no	SAN ANTONIO, TX\|TAMPA, FL\|SAN ANTONIO, TX\|TAMPA, FL\|TAMPA, FL	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Oct 13, 2010	Jan 8, 2018	no	TAMPA, FL\|TAMPA, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 27, 2009	Aug 31, 2010	no	JACKSONVILLE, FL\|GAINESVILLE, FL	Previous registration
EDWARD JONES	National bd RIA	Sep 29, 2008	Nov 11, 2008	no	ST LOUIS, MO\|GAINESVILLE, FL\|GAINESVILLE, FL	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	Jan 8, 2018	0	Bulk transfer	Other
WELLS FARGO ADVISORS	USAA FINANCIAL PLANNING SERVICES	Aug 31, 2010	Oct 13, 2010	43	Firm change	Wirehouse to new firm
EDWARD JONES	WELLS FARGO ADVISORS	Nov 11, 2008	Mar 27, 2009	136	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Jul 30, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 13, 2010 to Jan 8, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 27, 2009 to Aug 31, 2010factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 29, 2008 to Nov 11, 2008factForm ADV

Dated events

No dated event names this entity yet.