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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| AL | RA | APPROVED | 2024-02-22 |
Branch Locations
279 Cox Creek Pkwy,, Florence, AL 35630 • United States
8160 Highway 72 W, Madison, AL 35758 • United States
6275 University Dr Nw, Huntsville, AL 35806 • United States
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 |
|---|---|---|---|---|
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2018 | 11/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2018 | 11/2021 |
| Pnc Investments | Huntsville | AL | 11/2021 | 02/2024 |
| J.P. Morgan Securities Llc | Madison | AL | 02/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Madison | AL | 02/2024 | Present |
| First Command Financial Planning, Inc. | Madison | AL | 01/1998 | 11/2018 |
| Jackson Hewitt | Athens | AL | 11/2021 | 04/2022 |
| New Horizons Of Missala Inc | Athens | AL | 03/2021 | 01/2022 |
| Randstand | Huntsville | AL | 07/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-03 |
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