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23567 Oak View Drive Suite A, California, MD 20619 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-20 |
| MD | RA | APPROVED | 2021-07-14 |
Branch Locations
23567 Oak View Drive Suite A, California, MD 20619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/1999 | 07/2021 |
| First Command Financial Planning, Inc | Fort Worth | TX | 11/1999 | 07/2021 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 07/2021 |
| First Command Financial Planning | Lexington Park | MD | 08/1999 | 07/2021 |
| Innovative Wealth Building Llc | California | MD | 07/2021 | Present |
1) Independant licensed insurance agent; Investment related: Yes; Location: 23567 Oak View Drive, Ste, A California MD 20619 United States; Description: Insurance sales; Position Title: Member; Responsibilities Duties: From time to time may offer insurance products to advisory clients.; Start date: 2024-01-26; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2005-08-24 |
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