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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-02-23 |
| TX | RA | APPROVED | 2022-02-22 |
Branch Locations
8206 Louisiana Blvd Ne Suite A, Albuquerque, NM 87113 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Advisory Group | Albuquerque | NM | 11/2013 | 08/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2017 | 04/2017 |
| Unemployed | Albuquerque | NM | 09/2016 | 03/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2017 | 02/2022 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2017 | 02/2022 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2017 | 02/2022 |
| Raymond James Financial Services, Inc | Albuquerque | NM | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Albuquerque | NM | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
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