# JOSEPH DONALD OCHOA

JOSEPH DONALD OCHOA is an investment adviser representative (IAR) with state registration records since 1985, appearing at 6 firms. Currently registered with USAA INVESTMENT SERVICES COMPANY.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-01-08 | present | Yes |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2011-09-13 | 2018-01-08 | — |
| [INVESTMENT PROFESSIONALS, INC.](https://search.stillhousedata.com/firm/30184) | 2009-09-04 | 2011-02-22 | — |
| [ALLIANCEBERNSTEIN L.P.](https://search.stillhousedata.com/firm/108477) | 2004-07-14 | 2006-10-18 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2003-04-07 | 2003-10-27 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1985-07-29 | 2003-03-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1383585)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1383585.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.