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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-05 |
| VA | RA | APPROVED | 2026-05-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2019 | 04/2020 |
| Dept. Of Energy Nnsa | Washington | DC | 02/2010 | 07/2019 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 04/2020 | 07/2021 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2020 | 07/2021 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2020 | 07/2021 |
| Northwestern Federal Credit Union | Herndon | VA | 08/2021 | 10/2021 |
| Robert Half Technologies | Mclean | VA | 11/2021 | 04/2022 |
| Northwest Mutual | Fairfax | VA | 06/2022 | 10/2022 |
| Southern Management Companies | Vienna | VA | 06/2022 | 07/2022 |
| Morgan Stanley | Mclean | VA | 05/2023 | 12/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 02/2026 | Present |
| Southern Management Companies | Vienna | VA | 11/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-29 |
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