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2408 Charles Blvd Suite 4, Greenville, NC 27858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-03-23 |
Branch Locations
2408 Charles Blvd Suite 4, Greenville, NC 27858 • 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 | 09/2011 | 03/2018 |
| First Command Insurance Services, Inc | Fort Worth | TX | 09/2011 | 03/2018 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 03/2018 |
| Keel And Long Financial Management | Greenville | NC | 03/2018 | Present |
LONG FINANCIAL MANAGEMENT, INC; INVESTMENT-RELATED; PRESIDENT; 03/2018; MANAGE BUSINESS FINANCES AND WORK FLOW; 0 HOURS SPENT DURING TRADING HOURS. 2408 Charles Blvd, LLC; 2408 Charles Blvd Greenville, NC; 27858; Treasurer; 12,/2022; Rental Property. O hours total and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-26 |
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