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Nancy Lynne Reagan

Usaa Investment Services Company

Phoenix, AZ

Chandler, AZ

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Current Employers
Usaa Investment Services Company

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-08-19
TX RA APPROVED 2022-06-22
  • AZ RA
    APPROVED
    Since 2022-08-19
  • TX RA
    APPROVED
    Since 2022-06-22

Branch Locations

One Norterra Drive, Phoenix, AZ 85085 • United States

Chandler, 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Mesa AZ 10/2012 11/2016
Usaa Financial Planning Services Phoenix AZ 11/2016 12/2020
Usaa Financial Advisors Inc. Phoenix AZ 11/2016 06/2020
Usaa Investment Services Company Phoenix AZ 01/2018 06/2021
Usaa Life Insurance Company Phoenix AZ 12/2020 06/2021
Jp Morgan Chase Phoeniz AZ 03/2021 06/2022
Usaa Life Insurance Company Phoenix AZ 06/2022 Present
Usaa Investment Services Company Phoenix AZ 06/2022 Present
  • 10/2012 → 11/2016
    J.P. Morgan Securities Llc
    Mesa, AZ
  • 11/2016 → 12/2020
    Usaa Financial Planning Services
    Phoenix, AZ
  • 11/2016 → 06/2020
    Usaa Financial Advisors Inc.
    Phoenix, AZ
  • 01/2018 → 06/2021
    Usaa Investment Services Company
    Phoenix, AZ
  • 12/2020 → 06/2021
    Usaa Life Insurance Company
    Phoenix, AZ
  • 03/2021 → 06/2022
    Jp Morgan Chase
    Phoeniz, AZ
  • 06/2022 → Present
    Usaa Life Insurance Company
    Phoenix, AZ
  • 06/2022 → Present
    Usaa Investment Services Company
    Phoenix, AZ
Previous Registrations
  • 2018-01-08 → 2021-03-29
    Usaa Investment Services Company
    San Antonio, TX
    Phoenix, AZ
  • 2017-01-04 → 2018-01-08
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2012-10-01 → 2016-11-23
    J.P. Morgan Securities Llc
    Mesa, AZ
    Mesa, AZ
    Tempe, AZ
    Tempe, AZ
    Chandler, AZ
    Gilbert, AZ
    Gilbert, AZ
    Chandler, AZ
    Tempe, AZ
  • 2011-03-07 → 2012-10-01
    Chase Investment Services Corp.
    Chandler, AZ
    Tempe, AZ
    Chandler, AZ
    Mesa, AZ
    Tempe, AZ
    Mesa, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-04
S63 Uniform Securities Agent State Law Examination 2005-04-11
  • S65 Uniform Investment Adviser Law Examination
    2011-03-04
  • S63 Uniform Securities Agent State Law Examination
    2005-04-11
Other Names
  • Nancy Lynne Teasley
  • Nancy Dierks
  • Nancy Lynne Dierks
  • Nancy L Reagan

View on SEC IAPD

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