MS
Mary E. Stork
USAA INVESTMENT SERVICES COMPANY
San Antonio, TX 78288
Some features on this profile are disabled
CRD#: 2960253
MS
Professional summary
Mary Elizabeth Stork, CFP®, who also goes by Mary Elizabeth Christopher, Mary Landt, is a registered financial advisor currently at USAA INVESTMENT SERVICES COMPANY located in San Antonio, Texas.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Mary has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary Elizabeth Christopher | Mary Landt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Company Name: USAA Foundation Board of Governors Company Address 1: 9800 Fredericksburg Rd Company City/State/Zip: San Antonio / TX / 78288 Nature of Business: Non-profit focused on financial literacy and education. Title/Position Held: Board member Dates Employed: From: 2/8/2022 To: Present Amount of Time You Devote to Business: 1.5 Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on financials and activities of the Foundation. Serve as a member of the Finance and Investment Advisory Committee. Company Name: USAA Education Foundation Company Address 1: 9800 Fredericksburg Rd Company City/State/Zip: San Antonio / TX / 78288 Nature of Business: Non-profit focused on financial literacy and education. Title/Position Held: Board member Dates Employed: From: 2/8/2022 To: Present Amount of Time You Devote to Business: 3 Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on financials and activities of the Foundation. Serve as a member of the Finance and Investment Advisory Committee. Company Name: Military Child Education Coalition Company Address: 909 Mountain Lion Circle Company City/State/Zip: Harker Heights TX 76548 Nature of Business: Non-profit focused on helping children growning up in military families by providing programs, resources, and guidance. Title/Position Held: Board of Directors member Dates Employed: From: 04/01/2025 To: Present Amount of Time You Devote to Business: 2 hours per month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on strategy, financials, and activities of MCEC. Collaborate to help MCEC grown and serve more military children.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Elizabeth Stork's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Mary Elizabeth Stork's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 8, 2018 - Present
USAA INVESTMENT SERVICES COMPANY
Office #1: 9800 Fredericksburg Road, San Antonio, TX 78288RIA
BD
CRD#: 5475
San Antonio, TX
Current
June 8, 2020 - Present
USAA INVESTMENT SERVICES COMPANY
Office #1: 9800 Fredericksburg Road, San Antonio, TX 78288RIA
BD
CRD#: 5475
San Antonio, TX
Past
October 30, 2015 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
SAN ANTONIO, TX
Past
October 30, 2015 - June 8, 2020
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
SAN ANTONIO, TX
Past
August 13, 2014 - September 24, 2015
SCHWAB WEALTH ADVISORY, INC.
RIA
CRD#: 159035
LONE TREE, CO
Past
August 13, 2014 - September 21, 2015
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
LONE TREE, CO
Past
June 16, 2006 - July 1, 2014
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
SAN ANTONIO, TX
Past
June 16, 2006 - July 1, 2014
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
SAN ANTONIO, TX
Past
July 14, 1998 - August 12, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT MANAGEMENT CO. | USAA WEALTH MANAGEMENT | USAA INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | USAA INVESTMENT MANAGEMENT COMPANY
CRD#: 5475 / SEC#: 801-126328, 8-41241
RIA
Registered Investment Advisory firm - SEC (8/3/2022 Approved)Arizona
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)Colorado
Registered Investment Advisory firm - SEC (8/24/2022 Terminated)Florida
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)Texas
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Texas(1/8/2018)
RR
Texas(6/8/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT MANAGEMENT CO. | USAA WEALTH MANAGEMENT | USAA INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | USAA INVESTMENT MANAGEMENT COMPANY
CRD#: 5475 / SEC#: 801-126328, 8-41241
RIA
Registered Investment Advisory firm - SEC (8/3/2022 Approved)Arizona
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)Colorado
Registered Investment Advisory firm - SEC (8/24/2022 Terminated)Florida
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)Texas
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
9800 Fredericksburg Road, San Antonio, TX 78288-0227
Mailing Address
9800 Fredericksburg Road, San Antonio, TX 78288-0227
Phone number
(800) 531-7960
Established
Delaware since 09/01/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
152
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| USAA INVESTMENT CORPORATION (PARENT CO.) | SHAREHOLDER | |
| BEALL, KEVIN DOUGLAS | VICE PRESIDENT, DIRECTOR | 4202452 |
| CARTER, BRANDON DANE | DIRECTOR, CHAIRMAN OF THE BOARD | 2939393 |
| ECK, FRANK THOMAS IV | SECRETARY | 7979835 |
| FLORES, JENNIFER MARGRET | FINOP AND PRINCIPAL FINANCIAL OFFICER | 4175069 |
| HANKS, KARE ELIZABETH | DIRECTOR, VICE PRESIDENT | 2883762 |
| MUIR, JAMES DYER | CHIEF COMPLIANCE OFFICER | 2801996 |
| PEREZ-ROSSELLO, MADELINE IVETTE | ASSISTANT VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER | 4033239 |
| STORK, MARY ELIZABETH | DIRECTOR | 2960253 |
| WHITE, WILLIAM SWEENEY | PRESIDENT, VICE-CHAIRMAN, DIRECTOR | 4843743 |
Disclosures
| Regulatory Event | 1 |
| Arbitration | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
