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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-14 |
| CO | RA | APPROVED | 2025-11-14 |
| NY | RA | APPROVED | 2025-06-25 |
| GA | RA | APPROVED | 2025-04-03 |
| AZ | RA | APPROVED | 2024-12-17 |
| OK | RA | APPROVED | 2024-08-12 |
| MD | RA | APPROVED | 2024-03-26 |
| DC | RA | APPROVED | 2023-11-30 |
| HI | RA | APPROVED | 2023-01-27 |
| FL | RA | APPROVED | 2022-04-20 |
| VA | RA | APPROVED | 2022-01-26 |
Branch Locations
1007 Electric Ave, Vienna, VA 22180 • United States
100 Corporate Drive, Stafford, VA 22554 • United States
Stafford, VA • United States
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Champaign | IL | 01/2009 | 03/2019 |
| J.P. Morgan Securities Llc | Champaign | IL | 10/2012 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fredericksburg, | VA | 04/2019 | 11/2019 |
| Bank Of America, N.A. | Fredericksburg | VA | 04/2019 | 11/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 12/2019 | 01/2020 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2020 | 01/2022 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2020 | 01/2022 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2020 | 01/2022 |
| Navy Federal Financial Group, Llc | Stafford | VA | 01/2022 | Present |
| Navy Federal Investment Services, Llc | Stafford | VA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-19 |
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