Brandon Lee Slotness

Usaa Investment Services Company

San Antonio, TX

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Current Employers

Usaa Investment Services Company

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-10-20

AZ RA
APPROVED

Since 2023-10-20

Branch Locations

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

One Norterra Drive, Phoenix, AZ 85085 • United States

Phoenix, AZ • 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

Organization	City	State	From	To
Edward Jones	Tempe	AZ	06/2013	07/2023
Usaa Life Insurance Company	Phoenix	AZ	07/2023	Present
Usaa Investment Services Company	Phoenix	AZ	07/2023	Present

06/2013 → 07/2023

Edward Jones

Tempe, AZ
07/2023 → Present

Usaa Life Insurance Company

Phoenix, AZ
07/2023 → Present

Usaa Investment Services Company

Phoenix, AZ

Previous Registrations

2013-07-25 → 2023-07-18

Edward Jones

Tempe, AZ

Tempe, AZ

Phoenix, AZ
2013-02-28 → 2013-07-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
2011-08-01 → 2012-04-03

Edward Jones

Mason City, IA

Maryland Heights, MO

Maryland Heights, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-07-31

S66 Uniform Combined State Law Examination

2011-07-31

Designations

Other Names

Brandon Slotness
Brandon Lee Slotness
Brandon L Slotness

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

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ROCKEFELLER FINANCIAL LLC · San Antonio, TX

PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX

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KESTRA ADVISORY SERVICES, LLC · San Antonio, TX

TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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