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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-06 |
| SC | RA | APPROVED | 2022-11-21 |
Branch Locations
2426 W Cornerstone Ct Ste 2A, Peoria, IL 61614 • United States
1541 Fording Island Road Unit 4 [Satellite], Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Services | Fort Worth | TX | 01/2021 | 04/2021 |
| Heritage Golf Group | Hilton Head Island | SC | 04/2014 | 12/2020 |
| First Command Financial Planning | Fort Worth | TX | 04/2021 | 11/2022 |
| First Command Advisory Services | Fort Worth | TX | 04/2021 | 11/2022 |
| First Command Insurance Services | Fort Worth | TX | 04/2021 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Peoria | IL | 11/2022 | Present |
SOAR SPECIAL RECREATION; NOT INV RELATED; HILTON HEAD ISLAND, SC; SUPPORT SPECIAL OLYMPICS; FINANCE COMMITTEE MEMBER; START DATE: 11/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-31 |
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