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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2025-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning | Fort Worth | TX | 02/2021 | 09/2021 |
| Us Navy | Virginia Beach | LA | 02/2016 | 01/2021 |
| Delaware Nation | Virginia Beach | VA | 04/2021 | 08/2021 |
| First Command Brokerage Services | Fort Worth | TX | 09/2021 | 05/2023 |
| First Command Advisory Services | Fort Worth | TX | 09/2021 | 05/2023 |
| First Command Insurance Services | Fort Worth | TX | 09/2021 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 05/2023 | 10/2024 |
| Purdue Global | West Lafayette | IN | 08/2022 | 07/2025 |
| Bank Of America, N.A. | Oklahoma City | OK | 06/2023 | 10/2024 |
| Morgan Stanley | Gilbert | AZ | 07/2025 | 12/2025 |
| Kestra Investment Services, Llc | Tempe | AZ | 12/2025 | Present |
| Kestra Advisory Services, Llc | Tempe | AZ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-25 |
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