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Current Employers
Usaa Investment Services Company

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-30
TX RA APPROVED 2021-04-16
  • FL RA
    APPROVED
    Since 2026-06-30
  • TX RA
    APPROVED
    Since 2021-04-16

Branch Locations

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

Dover, FL • 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. Tampa FL 06/2013 06/2020
Usaa Financial Planning Services Tampa FL 06/2013 12/2020
Usaa Investment Services Company Tampa FL 01/2018 Present
Usaa Life Insurance Company Tampa FL 12/2020 Present
  • 06/2013 → 06/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 06/2013 → 12/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → Present
    Tampa, FL
  • 12/2020 → Present
    Usaa Life Insurance Company
    Tampa, FL
Previous Registrations
  • 2014-09-23 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-09
S63 Uniform Securities Agent State Law Examination 2013-07-25
  • S65 Uniform Investment Adviser Law Examination
    2014-09-09
  • S63 Uniform Securities Agent State Law Examination
    2013-07-25
Designations
Other Names
  • Charles E Levinus

View on SEC IAPD

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