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USAA Financial Planning Services Insurance Agency, Inc.

Company Details

Name: USAA Financial Planning Services Insurance Agency, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Withdrawn
Date of Organization in Rhode Island: 03 Nov 2003 (21 years ago)
Date of Dissolution: 12 Mar 2021 (4 years ago)
Date of Status Change: 12 Mar 2021 (4 years ago)
Identification Number: 000135749
Place of Formation: DELAWARE
Principal Address: 9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX, 78288, USA
Mailing Address: C/O CHIEF CORPORATE GOVERNANCE OFFICE 9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX, 78288, USA
Purpose: TO ENGAGE IN THE BUSINESS OF A GENERAL AGENCY, PROVIDING INSURANCE AND FINANCIAL SERVICES
NAICS: 524210 - Insurance Agencies and Brokerages

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

SECRETARY

Name Role Address
SALLY A MURPHY SECRETARY 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

VICE PRESIDENT - TAX OFFICER

Name Role Address
PATRICK A WAGEMAN VICE PRESIDENT - TAX OFFICER 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

SENIOR VICE PRESIDENT

Name Role Address
DANIEL S MCNAMARA SENIOR VICE PRESIDENT 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

ASSISTANT SECRETARY

Name Role Address
CHRISTINE J WARREN ASSISTANT SECRETARY 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

CHAIRMAN OF THE BOARD

Name Role Address
BRANDON D CARTER CHAIRMAN OF THE BOARD 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

VICE CHAIRMAN OF THE BOARD

Name Role Address
DANIEL S MCNAMARA VICE CHAIRMAN OF THE BOARD 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

VICE PRESIDENT - CORPORATE CONTROLLER

Name Role Address
ALICIA N REINHARD VICE PRESIDENT - CORPORATE CONTROLLER 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

ASSISTANT VICE PRESIDENT

Name Role Address
CARY W SMITH ASSISTANT VICE PRESIDENT 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

CHIEF COMPLIANCE OFFICER

Name Role Address
DEBBIE J PATTESON CHIEF COMPLIANCE OFFICER 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

VICE PRESIDENT

Name Role Address
JASON W DUDLEY VICE PRESIDENT 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA
KAREN E HANKS VICE PRESIDENT 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

SENIOR FINANCIAL OFFICER

Name Role Address
PAUL QUINTELA SENIOR FINANCIAL OFFICER 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

ASSISTANT TAX OFFICER

Name Role Address
BARBARA BIRI ASSISTANT TAX OFFICER 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA
CLAUDIA LANDIN-NOMBRANA ASSISTANT TAX OFFICER 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

OFFICER

Name Role Address
STEVEN SEAY OFFICER 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USA

Filings

Number Name File Date
202193876440 Application for Certificate of Withdrawal 2021-03-12
202189432030 Annual Report 2021-02-02
202033632090 Annual Report 2020-02-03
201987616130 Annual Report 2019-02-26
201755388850 Annual Report 2017-12-27
201746582430 Statement of Change of Registered/Resident Agent 2017-06-27
201734983520 Annual Report 2017-02-28
201690256630 Annual Report 2016-01-08
201553095770 Annual Report 2015-01-12
201433626700 Annual Report 2014-01-17

Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State