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Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Nationwide Investment Advisors, Llc

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-04
  • OH RA
    APPROVED
    Since 2025-12-04

Branch Locations

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • 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 Phoenix AZ 02/2016 02/2019
Usaa Financial Planning Services Phoenix AZ 02/2016 01/2018
Usaa Investment Management Company Phoenix AZ 01/2018 02/2019
Morgan Stanley Gilbert AZ 03/2019 10/2019
Valic Financial Advisor, Inc. Phoenix AZ 11/2019 11/2025
Agia Houston TX 12/2022 11/2025
Nationwide Investment Services Columbus OH 11/2025 Present
  • 02/2016 → 02/2019
    Usaa Financial Advisors Inc
    Phoenix, AZ
  • 02/2016 → 01/2018
    Usaa Financial Planning Services
    Phoenix, AZ
  • 01/2018 → 02/2019
    Usaa Investment Management Company
    Phoenix, AZ
  • 03/2019 → 10/2019
    Gilbert, AZ
  • 11/2019 → 11/2025
    Valic Financial Advisor, Inc.
    Phoenix, AZ
  • 12/2022 → 11/2025
    Agia
    Houston, TX
  • 11/2025 → Present
    Nationwide Investment Services
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-07
S63 Uniform Securities Agent State Law Examination 1999-04-14
  • S66 Uniform Combined State Law Examination
    2006-04-07
  • S63 Uniform Securities Agent State Law Examination
    1999-04-14
Other Names
  • Bobbi Josephine Dueuas
  • Bobbi Josephine Duenas
  • Bobbi Josephine Smith
  • Bobbi J Smith
  • Bobbi J Langan
  • Bobbi Langan

View on SEC IAPD

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