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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-10 |
Branch Locations
1007 Electric Ave, Vienna, VA 22180 • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-04 |
| CA | RA | APPROVED | 2023-01-24 |
Branch Locations
2650 Camino Del Rio N Suite 210, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Service Inc | Fort Worth | TX | 06/2022 | 01/2023 |
| United States Navy | San Diego | CA | 05/2015 | 11/2022 |
| Valley View Casino And Hotel | Valley Center | CA | 06/2022 | 06/2022 |
| Seen A Driver | Poway | CA | 02/2020 | 02/2021 |
| Olive Garden | Chesapeake | VA | 08/2018 | 03/2019 |
| Red Lobster | Chesapeake | VA | 12/2015 | 10/2017 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 01/2023 | 07/2026 |
| First Command Advisory Services , Inc | Fort Worth | TX | 01/2023 | 07/2026 |
| First Command Insurance Services , Inc | Fort Worth | TX | 01/2023 | 07/2026 |
| Lazyboy | Temecula | CA | 12/2022 | 01/2023 |
| T3W Business Solutions | San Diego | CA | 06/2023 | 12/2023 |
| H.G. Fenton | San Diego | CA | 06/2024 | 01/2025 |
| Navy Federal Financial Group, Llc | San Diego | CA | 08/2026 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 08/2026 | Present |
Name of the other business: Rental Property ; Whether the business is investment-related: No ; Address of the other business: WINCHESTER, CA ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: LANDLORD ; The start date of your relationship: 8/1/2023 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Active owner of property. Property Management company handles the day to day business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-13 |
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