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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2018 | 11/2018 |
| Global Transportation Services, Inc | Kent | WA | 03/2016 | 11/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2018 | 07/2019 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2018 | 07/2019 |
| First Command Insurance Services, Inc. | For | TX | 11/2018 | 07/2019 |
| U.S. Bancorp Investments, Inc. | Seattle | WA | 07/2019 | 03/2021 |
| Fidelity Investments | Seattle | WA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114690|OrgNmn:Foundation for Financial Planning|Org Addr:Puyallup,Washington,US|OBA Nature:Pro Bono Financial Planning fo|Invst Rel:N|Title:CFP® professional volunteer|Duties: provide guidance and resources for financial wellness.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
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