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Advisor at USAA INVESTMENT SERVICES COMPANY
TAMPA, FL | Valrico, FL | PALMETTO, 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 | Nov 8, 2024 | n/a | yes | TAMPA, FL|Valrico, FL|PALMETTO, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Dec 19, 2023 | Oct 17, 2024 | no | Tampa, FL | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Aug 19, 2022 | Dec 20, 2023 | no | SAN ANTONIO, TX|TAMPA, FL|Phoenix, AZ|TAMPA, FL | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jan 7, 2020 | Aug 2, 2021 | no | ST. PETERSBURG, FL | Previous registration |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | Independent wealth | Apr 25, 2018 | Jan 2, 2020 | no | ST. PETERBURG, FL|ST. PETERBURG, FL|BRADENTON, FL|BRADENTON, FL|HOLMES BEACH, FL|NEW ORLEANS, LA|BRADENTON, FL | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Dec 18, 2014 | Mar 21, 2018 | no | Tampa, FL|SARASOTA, FL | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Apr 22, 2014 | Dec 1, 2014 | no | PONTE VEDRA BEACH, FL | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Apr 8, 2014 | Dec 1, 2014 | no | Jacksonville, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 17, 2012 | Apr 9, 2014 | no | JACKSONVILLE, FL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 23, 2011 | Oct 10, 2011 | no | ORLANDO, FL | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Nov 7, 2008 | Jan 26, 2011 | no | ORLANDO, FL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 26, 2008 | Oct 17, 2008 | no | ORLANDO, FL | Previous registration |
| COUNTRYWIDE INVESTMENT SERVICES, INC. | n/a | Jan 17, 2008 | Apr 10, 2008 | no | WINTER SPRINGS, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Apr 30, 2007 | Sep 11, 2007 | no | MAITLAND, FL | Previous registration |
| COLONIAL ASSET MANAGEMENT INC | n/a | Jun 21, 2004 | Jun 12, 2006 | no | ORLANDO, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Sep 19, 2003 | Mar 3, 2004 | no | ORLANDO, FL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 8, 2002 | Feb 20, 2003 | no | ORLANDO, FL | Previous registration |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 5475:149777:FL:2023-12-18 | Dec 20, 2023 | Dec 19, 2023 | TAMPA, FL | Firm change |