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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

7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States

Lewisville, 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 Planning Services Addison TX 11/2013 12/2020
Usaa Financial Advisors, Inc Addison TX 11/2013 06/2020
Usaa Investment Services Company Plano TX 01/2018 Present
Usaa Life Insurance Company Plano TX 12/2020 Present
  • 11/2013 → 12/2020
    Usaa Financial Planning Services
    Addison, TX
  • 11/2013 → 06/2020
    Usaa Financial Advisors, Inc
    Addison, TX
  • 01/2018 → Present
    Plano, TX
  • 12/2020 → Present
    Usaa Life Insurance Company
    Plano, TX
Previous Registrations
  • 2013-11-27 → 2018-01-08
    Usaa Financial Planning Services
    Addison, TX
  • 2012-10-24 → 2013-11-22
    Westlake, TX
  • 2009-10-05 → 2012-09-24
    Richardson, TX
    Plano, TX
    Southlake, TX
  • 2007-08-07 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Richardson, TX
  • 2006-06-26 → 2007-07-06
    A. G. Edwards & Sons, Inc.
    Plano, TX
Other Businesses

EUNICE ARMSTRONG (Not investments related). Address: Twin Lakes Resort, 50 County Rd 3227, Unit 117, Mt. Pleasant, TX 75455. 50% Owner of Vacation Rental Property. Dates: 10/01/2024 - Present. 2 hours a month (None during trading hours). SELF EMPLOYED (Not investments related). Address: Private Residence. Position: Mobile Notary Signing Agent. Mobile Notary for real estate closing transactions. Dates: 07/15/2020 - Present. 1 hour per month (None during trading hours). LIFE IS A BEACH TRAVEL (Not Investment Related) Address: Private Residence. Nature: Travel Consulting Business. Position: Travel Consultant. Dates: 08/06/2024 - Present. 32 hours a month (none during trading hours). Duties: Making travel arrangements for family and friends and receiving commission from a Host company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-23
  • S66 Uniform Combined State Law Examination
    2006-06-23
Other Names
  • Eunice Kim

View on SEC IAPD

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