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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
960 North Main Street, Salado, TX 76571 • United States
1004 Marlandwood Road, Temple, TX 76502 • United States
1315 South 31St Street, Temple, TX 76504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Army National Guard | El Paso | TX | 04/2015 | Present |
| Texas A&M University Central Texas | Killeen | TX | 12/2017 | 05/2018 |
| First Command | Fort Worth | TX | 10/2019 | 08/2020 |
| First Command Brokerage Services | Fort Worth | TX | 08/2020 | 05/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 08/2020 | 05/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 08/2020 | 05/2025 |
| Education Consulting Associates | Wrightsville | PA | 02/2023 | 12/2023 |
| Pnc Investments | Temple | TX | 06/2025 | Present |
08/04/2015 / Budget Control Officer/ Texas Army National Guard / Non-investment related / 0 to 240 hours a year depending on assignment during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-06 |
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