David Aaron Monsees

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-06-14

Branch Locations

11431 Willows Road Ne Suite 120, Redmond, WA 98052 • United States

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

Organization	City	State	From	To
First Command Financial Services, Inc	Fort Worth	TX	06/2020	07/2021
United States Naval Reserve	Bremerton	WA	11/2019	05/2022
Us Navy, Defense Threat Reduction Agency	Travis Air Force Base	CA	09/2017	11/2019
Us Navy Active Duty, Destroyer Squadron Nine	Everett	WA	12/2015	08/2017
First Command Advisory Services, Inc	Fort Worth	TX	07/2021	02/2022
First Command Financial Planning, Inc	Fort Worth	TX	07/2021	02/2022
First Command Insurance Services, Inc	Fort Worth	TX	07/2021	02/2022
Joslin Capital Advisors, Llc	Redmond	WA	07/2022	02/2023
Joslin Capital Advisors, Llc	Redmond	WA	02/2023	06/2024
Beacon Pointe Advisors	Redmond	WA	06/2024	Present

06/2020 → 07/2021

First Command Financial Services, Inc

Fort Worth, TX
11/2019 → 05/2022

United States Naval Reserve

Bremerton, WA
09/2017 → 11/2019

Us Navy, Defense Threat Reduction Agency

Travis Air Force Base, CA
12/2015 → 08/2017

Us Navy Active Duty, Destroyer Squadron Nine

Everett, WA
07/2021 → 02/2022

First Command Advisory Services, Inc

Fort Worth, TX
07/2021 → 02/2022

First Command Financial Planning, Inc

Fort Worth, TX
07/2021 → 02/2022

First Command Insurance Services, Inc

Fort Worth, TX
07/2022 → 02/2023

Joslin Capital Advisors, Llc

Redmond, WA
02/2023 → 06/2024

Joslin Capital Advisors, Llc

Redmond, WA
06/2024 → Present

Beacon Pointe Advisors

Redmond, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-12

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