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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-27
MD RA APPROVED 2020-11-30
  • TX RA
    APPROVED
    Since 2026-03-27
  • MD RA
    APPROVED
    Since 2020-11-30

Branch Locations

251 Najoles Road Suite G, Millersville, MD 21108 • United States

Crofton, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Services, Inc. Fort Worth TX 06/2010 11/2020
First Command Financial Planning, Inc. Fort Worth TX 06/2010 11/2020
First Command Advisory Services Fort Worth TX 12/2015 11/2020
Commonwealth Financial Network Waltham MA 11/2020 Present
2250 Financial Services, Inc Millersville MD 11/2020 Present
  • 06/2010 → 11/2020
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 06/2010 → 11/2020
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 12/2015 → 11/2020
    Fort Worth, TX
  • 11/2020 → Present
    Waltham, MA
  • 11/2020 → Present
    2250 Financial Services, Inc
    Millersville, MD
Previous Registrations
Other Businesses

1. Owner, 2250 Financial Services, Inc., a Private Entity established to facilitate securities, advisory, and insurance business; Located at 1734 Tedbury Street, Crofton, MD 21114, as of 11/30/2020; 30% of time during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; Located at 1734 Tedbury Street, Crofton, MD 21114, as of 11/30/2020; 30% of time spent during business hours; Conducted at branch location; Investment related. 3. Board Member, Tipton Airport; Located at 7515 General Aviation Dr #1, Fort Meade, MD 20755, as of 3/2/2022; Less than 1% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-03
S63 Uniform Securities Agent State Law Examination 2010-08-06
  • S65 Uniform Investment Adviser Law Examination
    2010-09-03
  • S63 Uniform Securities Agent State Law Examination
    2010-08-06
Designations

View on SEC IAPD

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