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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Navy | Milton | FL | 10/2008 | 05/2019 |
| First Command Financial Planning Inc | Fort Worth | TX | 12/2018 | 06/2019 |
| First Command Financial Planning Inc | Fort Worth | TX | 06/2019 | 04/2021 |
| First Command Advisory Services Inc | Fort Worth | TX | 06/2019 | 04/2021 |
| First Command Insurance Services Inc | Fort Worth | TX | 06/2019 | 04/2021 |
| Us Navy Reserves | Pensacola | FL | 05/2019 | Present |
| Fidelity Investments | Westlake | TX | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
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