DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Usaa Investment Services Company

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Armando Castillo	Usaa Investment Services Company no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Jun 10, 2026	Jun 10, 2026
Wade Elmo Oneal	Usaa Investment Services Company no RAUM	Schwab Wealth Advisory, Inc. no RAUM	Other	Apr 15, 2026	May 1, 2026
John M Harper	Usaa Investment Services Company no RAUM	LPL Enterprise, LLC BD affiliated	Other	Mar 11, 2026	May 12, 2026 (62 d)
Amber Mari Keens-Dumas	Usaa Investment Services Company no RAUM	J. W. Cole Advisors, Inc. BD affiliated	Other	Feb 26, 2026	Feb 24, 2026
Christopher Wayne Thomas	Usaa Investment Services Company no RAUM	Vanguard Advisers, Inc. BD affiliated	Other	Dec 9, 2025	Dec 12, 2025
David Tu	Usaa Investment Services Company no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Nov 3, 2025	Nov 12, 2025
Christopher John Sanchez	Usaa Investment Services Company no RAUM	Schwab Wealth Advisory, Inc. no RAUM	Other	Oct 29, 2025	Oct 30, 2025
Samuel Lee Dansby	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Aug 29, 2025	Sep 30, 2025 (32 d)
Christopher J Armenta	Usaa Investment Services Company no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Jul 10, 2025	Jul 25, 2025
Tyler James Keniston	Usaa Investment Services Company no RAUM	Schwab Wealth Advisory, Inc. no RAUM	Other	Jun 25, 2025	Jul 15, 2025
Jose Herrera	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jun 4, 2025	Jun 17, 2025
Brian Craig Byers	Usaa Investment Services Company no RAUM	Victory Capital Management Inc. asset manager	Other	May 6, 2025	Sep 17, 2025 (134 d)
Patrick Salazar	Usaa Investment Services Company no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Apr 24, 2025	Jun 24, 2025 (61 d)
Alexander Greanias	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Apr 21, 2025	May 20, 2025
Gina Renee Deutsch	Usaa Investment Services Company no RAUM	Schwab Wealth Advisory, Inc. no RAUM	Other	Apr 4, 2025	Aug 12, 2025 (130 d)
Johnathan Lee Kaczyk	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Mar 31, 2025	Apr 17, 2025
Vanessa Tavera	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Mar 14, 2025	Apr 25, 2025 (42 d)
Neal M Litton	Usaa Investment Services Company no RAUM	Mwa Financial Services, Inc. independent RIA	Other	Dec 20, 2024	Feb 13, 2025 (55 d)
James Jimmy Vera	Usaa Investment Services Company no RAUM	Wells Fargo Advisors wirehouse	Other	Dec 12, 2024	Dec 3, 2024
Daniel Hyun Kim	Usaa Investment Services Company no RAUM	Wells Fargo Advisors wirehouse	Other	Dec 5, 2024	Jan 27, 2025 (53 d)
Maria Susana Rodriguez	Usaa Investment Services Company no RAUM	Capital Client Group, Inc. no RAUM	Other	Sep 16, 2024	Dec 26, 2025 (466 d)
Amanda Brooke Reyes	Usaa Investment Services Company no RAUM	Edward Jones national BD	Other	Jul 22, 2024	Jul 15, 2024
Chad Peter Barrios	Usaa Investment Services Company no RAUM	Foguth Wealth Management, LLC. independent RIA	Other	May 29, 2024	Sep 10, 2024 (104 d)
Ashley Ann Randall	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jan 8, 2024	Mar 19, 2024 (71 d)
Lori Anne Mondello	Usaa Investment Services Company no RAUM	Morgan Stanley wirehouse	Other	Dec 20, 2023	Dec 19, 2023
Montana Tori Herron	Usaa Investment Services Company no RAUM	Morgan Stanley wirehouse	Other	Dec 18, 2023	Dec 20, 2023
Jose Alfredo Perales	Usaa Investment Services Company no RAUM	Forthright Capital independent RIA	Other	Nov 30, 2023	Dec 21, 2023
John Micah Milliron	Usaa Investment Services Company no RAUM	Thrivent Investment Management Inc. BD affiliated	Other	Jul 31, 2023	Aug 19, 2024 (385 d)
Thaddaeus Andrew Money	Usaa Investment Services Company no RAUM	Morgan Stanley wirehouse	Other	Mar 9, 2023	Mar 27, 2023
Benjamin Daniel Crofford	Usaa Investment Services Company no RAUM	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 1, 2023	May 18, 2023 (78 d)
Martin James Mata	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Feb 6, 2023	Mar 7, 2023
Raquel Lozano Mccain	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jan 25, 2023	Feb 21, 2023
Christopher Totten	Usaa Investment Services Company no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Nov 7, 2022	Dec 9, 2022 (32 d)
David R Albrecht	Usaa Investment Services Company no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Oct 18, 2022	Nov 10, 2022
Kyle Henze	Usaa Investment Services Company no RAUM	Edward Jones national BD	Other	Oct 4, 2022	Jun 27, 2023 (266 d)
Philip Krebsbach	Usaa Investment Services Company no RAUM	Fidelity Personal And Workplace Advisors BD affiliated	Other	Sep 14, 2022	Oct 12, 2022
Scott Michael Gehring	Usaa Investment Services Company no RAUM	Fisher Investments independent RIA	Other	Sep 9, 2022	Oct 11, 2022 (32 d)
Jessica Linnet Romero	Usaa Investment Services Company no RAUM	Fidelity Personal And Workplace Advisors BD affiliated	Other	Jul 28, 2022	Nov 4, 2022 (99 d)
Martin Louis Czerwonka	Usaa Investment Services Company no RAUM	Schwab Wealth Advisory, Inc. no RAUM	Other	Jun 21, 2022	Dec 26, 2023 (553 d)
Allen Duwann Pitts	Usaa Investment Services Company no RAUM	Fisher Investments independent RIA	Other	Jun 1, 2022	Sep 14, 2023 (470 d)
Christopher Thomas Collins	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	May 19, 2022	Jun 3, 2022
Brent Thurber	Usaa Investment Services Company no RAUM	Fidelity Personal And Workplace Advisors BD affiliated	Other	Apr 1, 2022	Jun 21, 2022 (81 d)
Isaiah Lavarr Williams	Usaa Investment Services Company no RAUM	Citigroup Global Markets Inc. BD affiliated	Other	Mar 29, 2022	Mar 23, 2022
Sean Thomas Collins	Usaa Investment Services Company no RAUM	Creative Planning independent RIA	Other	Dec 31, 2021	Apr 20, 2022 (110 d)
Susan L Rednour	Usaa Investment Services Company no RAUM	T. Rowe Price Advisory Services, Inc. BD affiliated	Other	Dec 31, 2021	Apr 1, 2026 (1552 d)
Raymond Ramos	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Dec 31, 2021	Mar 6, 2022 (65 d)
Andrew Martin Shand	Usaa Investment Services Company no RAUM	Vanguard Advisers, Inc. BD affiliated	Other	Dec 31, 2021	Sep 16, 2022 (259 d)
Aaron Bryce Pinkerton	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Dec 31, 2021	Dec 23, 2025 (1453 d)
Ashley Reyes Anne Pribble	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Dec 31, 2021	Jun 14, 2022 (165 d)
Nicholas Cvetanovich	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Nov 12, 2021	Nov 29, 2021
Matthew R Morrell	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Nov 5, 2021	Dec 3, 2021
Alexys Z. Serchay	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Sep 29, 2021	Oct 28, 2021
Kevin G. Scott	Usaa Investment Services Company no RAUM	Fidelity Personal And Workplace Advisors BD affiliated	Other	Jul 27, 2021	Oct 18, 2021 (83 d)
Donald Eugene Franks	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jul 14, 2021	Aug 3, 2021
Matthew Rey Lujan	Usaa Investment Services Company no RAUM	Fidelity Personal And Workplace Advisors BD affiliated	Other	Jul 14, 2021	Aug 4, 2022 (386 d)
Dillon R Matheny	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jul 13, 2021	Aug 2, 2021
Gregory Thomas Hansen	Usaa Investment Services Company no RAUM	Vanguard Advisers, Inc. BD affiliated	Other	Jul 9, 2021	Oct 20, 2021 (103 d)
Ivan Javier Galindo	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jun 11, 2021	Jul 20, 2021 (39 d)
Steven Perez	Usaa Investment Services Company no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jun 4, 2021	Jul 28, 2021 (54 d)
Nicholas Ryan Mercer	Usaa Investment Services Company no RAUM	Fisher Investments independent RIA	Other	May 14, 2021	Jun 4, 2021

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499 moves match.