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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-07 |
| VA | RA | APPROVED | 2024-07-16 |
Branch Locations
437 West Duke Of Gloucester Street, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Navy | Richmond | VA | 06/2005 | Present |
| First Command Financial Services | Fort Worth | TX | 02/2019 | 04/2020 |
| First Command Financial Planning | Fort Worth | TX | 04/2020 | 02/2024 |
| First Command Advisory Services | Fort Worth | TX | 04/2020 | 02/2024 |
| First Command Insurance Services | Fort Worth | TX | 04/2020 | 02/2024 |
| Morgan Stanley | Williamsburg | VA | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2024 | Present |
*602415 - US NAVY RESERVES; Investment related: No; Richmond, Virginia; Government; COMMISSIONED OFFICER (proprietor, partner, officer, director, employee, trustee, agent); 05/2008; During business hours: 10; After business hours: 14; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-18 |
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