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Advisor at USAA INVESTMENT SERVICES COMPANY
Plano, TX | SAN ANTONIO, TX | New Braunfels, 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 | Jan 8, 2018 | n/a | yes | SAN ANTONIO, TX|Plano, TX|New Braunfels, TX | Current employment |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jan 25, 2006 | Jan 8, 2018 | no | SAN ANTONIO, TX | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jan 3, 2006 | Jan 19, 2006 | no | SAN ANTONIO, TX | Previous registration |
| 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 |
| TD AMERITRADE, INC. | USAA FINANCIAL PLANNING SERVICES | Jan 19, 2006 | Jan 25, 2006 | 6 | Firm change | Other |