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Usaa Investment Services Company CRD 5475
2,635 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 01/2025 | 01/2026 |
| Acelero | Aiken | SC | 01/2024 | 05/2024 |
| Brandwatch | New York | NY | 07/2022 | 08/2023 |
| Clearsource | Tampa | FL | 01/2022 | 06/2022 |
| Ultimate Medical Academy | Tampa | FL | 08/2019 | 01/2022 |
| Peaceriver | Haines City | FL | 01/2017 | 10/2018 |
| Department Of Children And Families | Orlando | FL | 07/2015 | 07/2017 |
| N/A | Tampa | FL | 05/2024 | 01/2025 |
| N/A | Tampa | FL | 08/2023 | 01/2024 |
| N/A | Tampa | FL | 10/2018 | 08/2019 |
| Usaa Investment Services Company | Tampa | FL | 02/2026 | Present |
| Usaa Life Insurance Company | Tampa | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
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