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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
2650 Camino Del Rio North Suite 210, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services Inc. | Fort Worth | TX | 08/2025 | 04/2026 |
| Vuori, Inc. | San Diego | CA | 08/2025 | 10/2025 |
| Unemployed | San Diego | CA | 03/2024 | 08/2025 |
| Sony Interactive Entertainment | San Diego | CA | 07/2022 | 03/2024 |
| Amazon.cOm | San Diego | CA | 04/2021 | 07/2022 |
| United States Navy | San Diego | CA | 12/2000 | 01/2021 |
| St. Michael's School | Poway | CA | 08/2025 | Present |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 04/2026 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2026 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2026 | Present |
| Navy Region Southwest | San Diego | CA | 08/2026 | Present |
(1) Name of the other business: St. Michael's School Whether the business is investment-related: No Address of the other business: 15546 Pomerado Rd, Poway, CA 92064 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Coach The start date of your relationship: Aug 11, 2025 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Youth Sports Coach (2) Name of the other business: Navy Region Southwest Whether the business is investment-related: No Address of the other business: 750 Pacific Hwy, San Diego, CA 92101 Nature of the other business: Employment Your position, title, or relationship with the other business: Program Analyst The start date of your relationship: Aug 10, 2026 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: Facility Management Program Manager for Navy Region Southwest and the 10 supported installations. Monitor, track and support the execution of $48M+ Facility Management Program. Manage the labor resources that support a variety of critical PWD and NAVFAC positions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
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