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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc | Fort Worth | TX | 06/2013 | 10/2017 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Fort Worth | TX | 11/2025 | Present |
| Raymond James Financial Services, Inc. | Fort Worth | TX | 11/2025 | Present |
1) Name of Business: Address: 4816 Bryant Irvin Ct, Fort Worth, TX, 76107-7640, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/10/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed insurance, disability, long term care, and annuity sales. (2) Name of Business: Dignum Tax Preparation Address: 4816 Bryant Irvin Ct, Fort Worth, TX, 76107-7640, United States Activity Type: Tax Preparation Position/Title: Advisor Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I complete approximately 50 clients individual tax returns.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2010-05-02 |
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