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Current Employers
Usaa Investment Services Company

9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-28
  • TX RA
    APPROVED
    Since 2020-07-28

Branch Locations

9800 Fredericksburg Road, San Antonio, TX 78288 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. San Antonio TX 09/2015 06/2020
Usaa Financial Planning Services San Antonio TX 09/2015 12/2020
Usaa Investment Services Company San Antonio TX 01/2018 Present
Usaa Life Insurance Company San Antonio TX 09/2015 Present
  • 09/2015 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 09/2015 → 12/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → Present
    San Antonio, TX
  • 09/2015 → Present
    Usaa Life Insurance Company
    San Antonio, TX
Previous Registrations
  • 2015-10-30 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
  • 2014-08-13 → 2015-09-24
    Englewood, CO
    Lone Tree, CO
  • 2006-06-16 → 2014-07-01
    Usaa Financial Planning Services
    San Antonio, TX
Other Businesses

Company Name: USAA Foundation Board of Governors Company Address 1: 9800 Fredericksburg Rd Company City/State/Zip: San Antonio / TX / 78288 Nature of Business: Non-profit focused on financial literacy and education. Title/Position Held: Board member Dates Employed: From: 2/8/2022 To: Present Amount of Time You Devote to Business: 1.5 Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on financials and activities of the Foundation. Serve as a member of the Finance and Investment Advisory Committee. Company Name: USAA Education Foundation Company Address 1: 9800 Fredericksburg Rd Company City/State/Zip: San Antonio / TX / 78288 Nature of Business: Non-profit focused on financial literacy and education. Title/Position Held: Board member Dates Employed: From: 2/8/2022 To: Present Amount of Time You Devote to Business: 3 Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on financials and activities of the Foundation. Serve as a member of the Finance and Investment Advisory Committee. Company Name: Military Child Education Coalition Company Address: 909 Mountain Lion Circle Company City/State/Zip: Harker Heights TX 76548 Nature of Business: Non-profit focused on helping children growning up in military families by providing programs, resources, and guidance. Title/Position Held: Board of Directors member Dates Employed: From: 04/01/2025 To: Present Amount of Time You Devote to Business: 2 hours per month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on strategy, financials, and activities of MCEC. Collaborate to help MCEC grown and serve more military children. Company Name: National Equine Institute of Growth through Healing Inc. (NEIGH) Company Address 1: PO BOX 205 Company City/State/Zip: Bemus Point NY 14712 Nature of Business: Provide transformative equine assisted therapy services in a trauma informed environment that fosters mental and emotional healing to prevent suicide and improve well being. Title/Position Held: Board member Dates Employed: From: 11/17/2025 To: Present Amount of Time You Devote to Business: 1 hour Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Contribute expertise, skills, and network to strengthen the non-profit. Company Name: LIMRA Annuity Advisory Board Company Address 1: 300 Day Hill Rd Company City/State/Zip: Windsor CT 06095 Nature of Business: The annuity advisory board offers insights on the business challenges facing companies to help organizations better understand and leverage different aspects of the association's member benefits program. Title/Position Held: Board member Dates Employed: From: 11/17/2023 To: Present Amount of Time You Devote to Business: 1 hour Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Share expertise and experience to help shape the future of LIMRA and LOMA.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-15
  • S63 Uniform Securities Agent State Law Examination
    1998-07-15
Designations
Other Names
  • Mary Landt
  • Mary Elizabeth Christopher

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