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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-12 |
| TX | RA | APPROVED | 2022-12-09 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3410 Hederson Blvd. Suite 200, Tampa, FL 33609 • United States
3410 Henderson Blvd. Suite 200, Tampa, FL 33609 • 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 | 06/2009 | 11/2022 |
| First Command Financial Services, Inc. | Fort Worth | TX | 06/2009 | 11/2022 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 11/2022 |
| Lpl Financial | Tampa | FL | 12/2022 | Present |
1- 12/2022 / High Standards Financial Planning / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / TAMPA, FL 2- 11/2012 / Danwest Inc. / Business Entity For Tax/Investment Purposes Only / NON-INVESTMENT RELATED / TAMPA, FL 3- 10/24/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/29/2023 - 5 Hours Per Month/ 5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-15 |
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