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Advisor at USAA INVESTMENT SERVICES COMPANY
TAMPA, 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 | May 12, 2026 | n/a | yes | TAMPA, FL | Current employment |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | May 31, 2024 | Jan 28, 2026 | no | Tampa, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | USAA INVESTMENT SERVICES COMPANY | Jan 28, 2026 | May 12, 2026 | 104 | Firm change | Other |