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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Services | Fort Worth | TX | 06/2020 | 06/2021 |
| Liberty University | Lynchburg | VA | 07/2018 | 04/2021 |
| Unemployed | Lynchburg | VA | 03/2018 | 07/2018 |
| University Of Lynchburg | Lynchburg | VA | 06/2015 | 03/2018 |
| First Command Financial Planning | Fort Worth | TX | 06/2021 | 12/2021 |
| First Command Advisory Services | Fort Worth | TX | 06/2021 | 12/2021 |
| First Command Insurance Services | Fort Worth | TX | 06/2021 | 12/2021 |
| Fidelity Investments | Chesapeake | VA | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
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