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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-10 |
| MI | RA | APPROVED | 2020-01-16 |
Branch Locations
7163 Headley Street Se Suite A, Ada, MI 49301 • 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 | 10/2018 | 02/2019 |
| Avi Food Systems | Tiffin | OH | 02/2016 | 05/2017 |
| Tiffin University | Tiffin | OH | 08/2014 | 05/2018 |
| Unemployed | Poulsbo | WA | 05/2018 | 10/2018 |
| Five Guys | Silverdale | WA | 11/2018 | 03/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 02/2019 | 09/2019 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 02/2019 | 09/2019 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2019 | 09/2019 |
| Raymond James & Associates, Inc. | Ada | MI | 01/2020 | Present |
| Unemployed | Jenison | MI | 09/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-15 |
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