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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED | 2024-07-31 |
Branch Locations
211 Dunbar Cave Rd Ste 235B, Clarksville, TN 37043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army | Fort Campbell | KY | 08/2005 | 06/2018 |
| First Command | Fort Worth | TX | 12/2017 | 06/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2018 | 07/2024 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 06/2018 | 07/2024 |
| First Command Insurance Services, Inc | Fort Worth | TX | 06/2018 | 07/2024 |
| Osaic | Clarksville | TN | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-09 |
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