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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
| CA | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 06/2021 | 11/2021 |
| First Command Financial Services | Fairfax | VA | 02/2021 | 08/2021 |
| Columbia College Inc | Vienna | VA | 09/2020 | 02/2021 |
| University Of Missouri At Columbia | Columbia | MO | 08/2018 | 05/2020 |
| National Taxpayers Union Foundation | Washington | DC | 06/2020 | 08/2020 |
| Boston College | Chestnut Hill | MA | 08/2014 | 05/2018 |
| First Command Financial Services | Fairfax | VA | 08/2021 | 12/2021 |
| Fidelity Investments | Arlington | VA | 12/2021 | 09/2022 |
| Morgan Stanley | Lutherville | MD | 10/2023 | 03/2025 |
| Fidelity Investments | Arlington | VA | 09/2022 | 12/2022 |
| Fidelity Investments | Arlington | VA | 12/2022 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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