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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-05 |
Branch Locations
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
6615 Knightdale Blvd, Knightdale, NC 27545 • United States
2001 Clark Ave Ste 200, Raleigh, NC 27605 • 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 | 06/2007 | 01/2019 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 06/2007 | 01/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 01/2019 |
| Intervest International Equities Corp | Colorado Springs | CO | 02/2019 | 08/2019 |
| Massmutual Life Insurance | Raleigh | NC | 08/2019 | 01/2023 |
| Mml Investors Services, Llc | Raleigh | NC | 09/2019 | 01/2023 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 01/2023 | Present |
LEGACY VAULT APP LLC, INV RELATED, GARNER, NC, 25% OWNERSHIP, START 1/7/2021, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, MARKETING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-27 |
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