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Current Employers
Keel & Long Financial Management, Llc

2408 Charles Blvd Suite 4, Greenville, NC 27858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-03-23
  • NC RA
    APPROVED
    Since 2018-03-23

Branch Locations

2408 Charles Blvd Suite 4, Greenville, NC 27858 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2011 → 03/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 09/2011 → 03/2018
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 12/2015 → 03/2018
    Fort Worth, TX
  • 03/2018 → Present
    Keel And Long Financial Management
    Greenville, NC
Previous Registrations
  • 2015-12-15 → 2018-03-08
    Fort Worth, TX
  • 2013-02-12 → 2015-12-15
    First Command Brokerage Services, Inc.
    Greenville, NC
    Goldsboro, NC
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-11
S63 Uniform Securities Agent State Law Examination 2011-07-26
  • S65 Uniform Investment Adviser Law Examination
    2013-02-11
  • S63 Uniform Securities Agent State Law Examination
    2011-07-26
Other Names
  • T. J. Long
  • Thomas J Long

View on SEC IAPD

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