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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
14241 Dallas Parkway Suite 1200, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning | Fort Worth | TX | 06/2015 | 03/2025 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 03/2025 |
| Integrity Alliance, Llc | Heath | TX | 03/2025 | 07/2026 |
| Mml Investors Services, Llc | Dallas | TX | 07/2026 | Present |
| Massmutual Life Insurance Company | Dallas | TX | 07/2026 | Present |
(1) NAME: BLUECREST FINANCIAL ALLIANCES INV REL: Y ADD: 14241 DALLAS PARKWAY, DALLAS TX 75254 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 07/20/2026 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 5. DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES. (2) NAME: TEX HOLDINGS LLC INV REL: Y ADD: RESIDENTIAL NATURE: PERSONAL HOLDING COMPANY FOR PERSONAL ASSETS POSITION: PRESIDENT/PART OWNER START DATE: 10/26/2022 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: MANAGE THE LLC. (3) NAME: MAROON AND WHITE HOLDINGS INV REL: Y ADD: RESIDENTIAL NATURE: PERSONAL HOLDING COMPANY FOR PERSONAL ASSETS POSITION: PRESIDENT/MANAGING MEMBER START DATE: 10/26/2022 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: PERSONAL HOLDING COMPANY FOR PERSONAL ASSETS. (4) NAME: L&N HOLDINGS INV REL: Y ADD: RESIDENTIAL NATURE: PERSONAL HOLDING COMPANY FOR ASSETS POSITION: PRESIDENT/MANAGING MEMBER START DATE: 10/26/2022 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: HOLDING COMPANY FOR PERSONAL ASSETS. (5) NAME: HOKANSON FINANCIAL, LLC INV REL: Y ADD: RESIDENTIAL NATURE: HOLDING COMPANY TO PERSONAL INCOME POSITION: PRESIDENT/OWNER START DATE: 01/04/2019 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 5. DESCRIBE DUTIES: I'M THE OWNER AND MANAGER OF MY LLC. I USE THIS LLC FOR MANAGING MY PERSONAL INCOME. (6) NAME: AMERICAN COLLEGE OF FINANCIAL SERVICES INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: SERVING ON THE FINSERVE AMBASSADOR BOARD OF THE AMERICAN COLLEGE OF FINANCIAL SERVICES POSITION: FINSERVE AMBASSADOR START DATE: 07/22/2026 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: 3 DESCRIBE DUTIES: BE A SUPPORTER AND ADVOCATE OF LEARNING ON BEHALF OF THE AMERICAN COLLEGE OF FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
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