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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-27 |
| VA | RA | APPROVED | 2024-06-20 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • 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 | 10/2019 | 01/2020 |
| Liberty University | Lynchburg | VA | 08/2015 | 10/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2020 | 06/2020 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2020 | 06/2020 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2020 | 06/2020 |
| Bb&T Securities | Tysons Corner | VA | 07/2020 | 02/2021 |
| Truist Investment Services, Inc. | Mclean | VA | 02/2021 | 06/2024 |
| Truist Advisory Services, Inc. | Mclean | VA | 02/2021 | 06/2024 |
| Rbc Capital Markets, Llc | Vienna | VA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-06 |
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