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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
| CA | RA | APPROVED | 2025-08-11 |
Branch Locations
2009 Park Place, El Segundo, CA 90245-4754 • United States
Manhattan Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Insurance Services, Inc. | Fort Worth | TX | 03/2014 | 01/2018 |
| Self Employed | Manhattan Beach | CA | 01/2012 | 11/2019 |
| Td Ameritrade | Torrance | CA | 06/2018 | 11/2019 |
| First Command Advisory Services | Fort Worth | TX | 10/2015 | 01/2018 |
| Wells Fargo Clearing Services, Llc | El Segundo | CA | 11/2019 | 07/2025 |
| Fidelity Investments | El Segundo | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-23 |
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