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Bobi Renee Williams

Usaa Investment Services Company

Tampa, FL

Prosper, TX

CRD 4935572

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Employer firm

Usaa Investment Services Company CRD 5475

2,635 advisory clients

Reported services (Item 5G)

  • Financial planning
  • REFERRALS

From the firm’s Form ADV. Read the guides:

Current Employers
Usaa Investment Services Company

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-08
  • TX RA
    APPROVED
    Since 2018-01-08

Branch Locations

9519 Delaney Creek Blvd, Tampa, FL 33619 • United States

Prosper, TX • 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 Addison TX 04/2014 06/2020
Usaa Financial Planning Services Addison TX 04/2014 12/2020
Usaa Investment Services Company Plano TX 01/2018 Present
Usaa Life Insurance Company Plano TX 12/2020 Present
  • 04/2014 → 06/2020
    Usaa Financial Advisors, Inc
    Addison, TX
  • 04/2014 → 12/2020
    Usaa Financial Planning Services
    Addison, TX
  • 01/2018 → Present
    Usaa Investment Services Company
    Plano, TX
  • 12/2020 → Present
    Usaa Life Insurance Company
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-07
  • S66 Uniform Combined State Law Examination
    2005-06-07
Other Names
  • Bobi Renee Monk
  • Bobi Renee Phillips

View on SEC IAPD

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