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.

AdvisorFromToTypeLeftRegistered
Susan Diane AuerUsaa Investment Services Company no RAUMT. Rowe Price Advisory Services, Inc. independent RIAOtherJul 8, 2020Nov 17, 2020 (132 d)
James Kendrick FeldmanUsaa Investment Services Company no RAUMNavy Federal Investment Services, LLC BD affiliatedOtherJul 7, 2020Dec 2, 2020 (148 d)
Charles Joseph KlausmeierUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJul 7, 2020Jan 27, 2026 (2030 d)
Gregory David MilewskiUsaa Investment Services Company no RAUMSound Income Strategies, LLC independent RIAOtherJul 7, 2020Jan 12, 2024 (1284 d)
John Lee BittingUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJul 6, 2020Jul 7, 2020
Renae Shannon KoblerUsaa Investment Services Company no RAUMCetera Investment Advisers LLC BD affiliatedOtherJul 2, 2020Feb 10, 2025 (1684 d)
Anshul SinghUsaa Investment Services Company no RAUMEmpower Advisory Group, LLC BD affiliatedOtherJul 1, 2020Nov 24, 2025 (1972 d)
Marcia King HackettUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 29, 2020Aug 23, 2021 (420 d)
Andrew Alton DixonUsaa Investment Services Company no RAUMSagepoint Financial, Inc. BD affiliatedOtherJun 29, 2020Feb 25, 2022 (606 d)
Michael Shane WootenUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 29, 2020Mar 8, 2022 (617 d)
Jeffrey Ryan KirkebyUsaa Investment Services Company no RAUMVanguard Advisers, Inc. BD affiliatedOtherJun 29, 2020Jan 29, 2025 (1675 d)
Sofia BenitezUsaa Investment Services Company no RAUMRaymond James & Associates, Inc. national BDOtherJun 29, 2020Feb 15, 2022 (596 d)
Paul W MuscatUsaa Investment Services Company no RAUMMorgan Stanley wirehouseOtherJun 29, 2020Jul 1, 2021 (367 d)
Christopher BelsjoeUsaa Investment Services Company no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 29, 2020Mar 2, 2021 (246 d)
Nicole Grace EichUsaa Investment Services Company no RAUMVanguard Advisers, Inc. BD affiliatedOtherJun 29, 2020Oct 26, 2020 (119 d)
Bobby E GilesUsaa Investment Services Company no RAUMEdward Jones national BDOtherJun 26, 2020Sep 25, 2020 (91 d)
Taylor James AndrewsUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 26, 2020Sep 18, 2024 (1545 d)
Pete Garcia HernandezUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 26, 2020Jul 22, 2021 (391 d)
Tenisha BlairUsaa Investment Services Company no RAUMEdward Jones national BDOtherJun 26, 2020Jun 7, 2021 (346 d)
Matthew Ryan ThompsonUsaa Investment Services Company no RAUMOnedigital institutionalOtherJun 26, 2020Feb 26, 2024 (1340 d)
Michael C TejedaUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 24, 2020Aug 10, 2021 (412 d)
Cindy LienUsaa Investment Services Company no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJun 24, 2020Jul 26, 2021 (397 d)
Daniel George GimmelliUsaa Investment Services Company no RAUMEdelman Financial Engines mixed wealthOtherJun 23, 2020May 6, 2023 (1047 d)
Steven Patrick ParisUsaa Investment Services Company no RAUMFrontier Investment Management Co independent RIAOtherJun 22, 2020Jul 13, 2020
Raul M BlancoUsaa Investment Services Company no RAUMPnc Managed Account Solutions, Inc. BD affiliatedOtherJun 22, 2020Aug 5, 2020 (44 d)
Gregory Edward RivasUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 22, 2020Aug 22, 2022 (791 d)
Vincent Antwane WallaceUsaa Investment Services Company no RAUMEdward Jones national BDOtherJun 22, 2020Sep 25, 2020 (95 d)
Jason Joseph RobinsonUsaa Investment Services Company no RAUMMorgan Stanley wirehouseOtherJun 22, 2020May 11, 2022 (688 d)
Jesse Fernando AlonzoUsaa Investment Services Company no RAUMJ.P. Morgan Securities LLC wirehouseOtherJun 22, 2020Jan 25, 2021 (217 d)
John Patrick FlynnUsaa Investment Services Company no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJun 22, 2020Sep 2, 2020 (72 d)
Raymond JuarezUsaa Investment Services Company no RAUMCitigroup Global Markets Inc. BD affiliatedOtherJun 22, 2020Aug 10, 2020 (49 d)
Joseph Arnold MontanaroUsaa Investment Services Company no RAUMGap Financial Services Or Gap Financial state registeredOtherJun 19, 2020Jan 19, 2026 (2040 d)
Juan Gabriel CanalesUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 19, 2020May 23, 2022 (703 d)
Brian Michael StrangeUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 18, 2020Aug 3, 2020 (46 d)
Robin Leighton SkillingbergUsaa Investment Services Company no RAUMMML Investors Services, LLC BD affiliatedOtherJun 18, 2020Jul 27, 2020 (39 d)
Michael W. PerrineUsaa Investment Services Company no RAUMEquitable Advisors, LLC national BDOtherJun 18, 2020Aug 3, 2023 (1141 d)
James Walter QuaiderUsaa Investment Services Company no RAUMPnc Managed Account Solutions, Inc. BD affiliatedOtherJun 17, 2020Sep 18, 2020 (93 d)
Benedict V JohnsonUsaa Investment Services Company no RAUMFirst Command Advisory Services BD affiliatedOtherJun 17, 2020Dec 1, 2020 (167 d)
Anna Elizabeth KramerUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJun 17, 2020Sep 10, 2020 (85 d)
Billy Worth BriggsUsaa Investment Services Company no RAUMClear And Simple Financial Group LLC state registeredOtherJun 17, 2020Aug 18, 2020 (62 d)
Wade Elmo OnealUsaa Investment Services Company no RAUMFisher Investments independent RIAOtherJun 17, 2020May 20, 2021 (337 d)
Joann Annette ThomasUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 17, 2020Jun 8, 2020
Benjamin Scott HooperUsaa Investment Services Company no RAUMComal Wealth Management state registeredOtherJun 17, 2020Jun 27, 2020
Luis Antonio HerreraUsaa Investment Services Company no RAUMEdward Jones national BDOtherJun 17, 2020Mar 11, 2022 (632 d)
Sarjoo Narendra PatelUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 16, 2020Aug 10, 2020 (55 d)
John Allen PilkintonUsaa Investment Services Company no RAUMPruco Securities, LLC BD affiliatedOtherJun 16, 2020Oct 7, 2020 (113 d)
Annie Danette AdkisonUsaa Investment Services Company no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherJun 16, 2020Jan 5, 2021 (203 d)
Howell Lewis FlorenceUsaa Investment Services Company no RAUMFisher Investments independent RIAOtherJun 15, 2020Oct 15, 2020 (122 d)
Errin GreeneUsaa Investment Services Company no RAUMCharles Schwab & Co., Inc. national BDOtherJun 15, 2020Sep 2, 2021 (444 d)
Marcus Tyrone StellUsaa Investment Services Company no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJun 12, 2020Oct 26, 2020 (136 d)
Jessica Moreno BustosUsaa Investment Services Company no RAUMMorgan Stanley wirehouseOtherJun 12, 2020Jul 7, 2021 (390 d)
Melissa Dawne PyleUsaa Investment Services Company no RAUMFirst Command Advisory Services BD affiliatedOtherJun 12, 2020Nov 5, 2020 (146 d)
Martha Murphy LordUsaa Investment Services Company no RAUMSeia independent RIAOtherJun 12, 2020Nov 18, 2020 (159 d)
Stacy A JohnsonUsaa Investment Services Company no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherJun 12, 2020Dec 8, 2022 (909 d)
John Lawrence SullivanUsaa Investment Services Company no RAUMSchwab Wealth Advisory, Inc. no RAUMOtherJun 12, 2020Oct 14, 2025 (1950 d)
Matthew David LieglUsaa Investment Services Company no RAUMVanguard Advisers, Inc. BD affiliatedOtherJun 12, 2020Dec 17, 2021 (553 d)
Kiyana MoyUsaa Investment Services Company no RAUMJ.P. Morgan Securities LLC wirehouseOtherJun 12, 2020May 10, 2022 (697 d)
Ather NaqiUsaa Investment Services Company no RAUMAlly Invest Advisors independent RIAOtherJun 12, 2020Oct 7, 2021 (482 d)
David LeatherwoodUsaa Investment Services Company no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJun 11, 2020Jan 14, 2022 (582 d)
Trammell H CooperUsaa Investment Services Company no RAUMLPL Financial LLC BD affiliatedOtherJun 9, 2020Jun 2, 2020
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499 moves match.