DFX Intelligence
Advisors
Advisors registered through Usaa Investment Services Company
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
108 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Russell Wells Certified Financial Planner · dual registrant | Usaa Investment Services Company no RAUM | Tampa, Fl | Jan 15, 2025 | 15 y | 4 | 1 |
| George Allen Wheelock dual registrant | Usaa Investment Services Company no RAUM | San Antonio, Tx | Jan 8, 2018 | 12 y | 1 | 1 |
| Randol George Wilke dual registrant | Usaa Investment Services Company no RAUM | San Antonio, Tx | Jan 8, 2018 | 28 y | 1 | 1 |
| B••• R•••• W••••••• dual registrant | U••• I••••••••• S••••••• C•••••• no RAUM | Tampa, Fl | Jan 8, 2018 | 21 y | 5 | 1 |
| C••••• L••••• W••••• Certified Financial Planner · dual registrant | U••• I••••••••• S••••••• C•••••• no RAUM | Cave Creek, Az | Dec 15, 2022 | 27 y | 3 | 1 |
| P••••• W••• dual registrant | U••• I••••••••• S••••••• C•••••• no RAUM | Charlotte, Nc | Jul 15, 2026 | 12 y | 2 | 1 |
| J•••••• T••••• W••• dual registrant | U••• I••••••••• S••••••• C•••••• no RAUM | San Antonio, Tx | Dec 16, 2015 | 21 y | 2 | 1 |
| D•••• W•••• Y••• dual registrant | U••• I••••••••• S••••••• C•••••• no RAUM | Plano, Tx | Jan 8, 2018 | 36 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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