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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 06/2013 | 09/2017 |
| Usaa Financial Planning Services | San Antonio | TX | 06/2013 | 09/2017 |
| First Command Advisory Services | Fort Worth | TX | 09/2019 | 03/2022 |
| Securities America, Inc. | La Vista | NE | 09/2022 | 06/2024 |
| Osaic Wealth, Inc. | Jersey City | NJ | 09/2023 | 03/2025 |
| Mml Investors Services, Llc | Charlottesville | VA | 11/2025 | Present |
| Massmutual Life Insurance Company | Charlottesville | VA | 03/2026 | Present |
| Night Water Industries, Llc | San Antonio | TX | 06/2017 | 03/2022 |
| Unemployed | Charlottesville | VA | 03/2022 | 09/2022 |
| Unemployed | Charlottesville | VA | 03/2025 | 11/2025 |
| Lenox Advisors | Charlottesville | VA | 11/2025 | Present |
| Sagepoint Financial, Inc | Phoenix | AZ | 11/2022 | 09/2023 |
| Securities America Advisors, Inc | La Vista | NE | 09/2022 | 06/2024 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 09/2019 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-19 |
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