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DHAVAL N DESAI
DHARAI N DESAI, DHARMENDRASIHN NARENDRA DESAI
CRD#: 5146105
IA
Investment Adviser
B
Broker
USAA INVESTMENT SERVICES COMPANYCRD#: 5475 9527 DELANEY CREEK BLVD.
TAMPA, FL 33619
Registration History
2008201020122014201620182020202220242026IAUSAA INVESTMENT SERVICES COMPANY (CRD# 5475)2022 - Present (2 years)BUSAA INVESTMENT SERVICES COMPANY (CRD# 5475)2020 - Present (4 years)BUSAA FINANCIAL ADVISORS, INC. (CRD# 129035)2014 - 2020 (5 years)BSCOTTRADE, INC. (CRD# 8206)2007 - 2014 (6 years)IAUSAA INVESTMENT SERVICES COMPANY (CRD# 5475)2018 - 2020 (2 years)IAUSAA FINANCIAL PLANNING SERVICES (CRD# 106352)2014 - 2018 (3 years)
License(s)

State Registrations

B
Florida 6/9/2020

IA
Texas 5/16/2022

IA
Florida 1/27/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
USAA INVESTMENT SERVICES COMPANY (CRD#:5475)
9527 DELANEY CREEK BLVD., TAMPA, FL 33619
Tampa, FL
Registered with this firm since 5/16/2022

B
USAA INVESTMENT SERVICES COMPANY (CRD#:5475)
9527 DELANEY CREEK BLVD., TAMPA, FL 33619
Tampa, FL
Registered with this firm since 6/8/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/08/2018 - 07/30/2020 USAA INVESTMENT SERVICES COMPANY (CRD#:5475) Tampa, FL
B
07/03/2014 - 06/08/2020 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) Tampa, FL
IA
08/19/2014 - 01/08/2018 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) TAMPA, FL
B
10/15/2007 - 06/10/2014 SCOTTRADE, INC. (CRD#:8206) TRINITY, FL
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.