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Sarah Chanelle Wells

First Command Advisory Services

Fort Worth, TX

Hudson Oaks, TX

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Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-04-28
  • TX RA
    APPROVED
    Since 2017-04-28

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Hudson Oaks, TX • 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
Northwestern Mutual Investment Services, Llc Fort Worth TX 05/2006 03/2017
Brian Petrando Ft Worth TX 01/2010 03/2017
First Command Financial Planning, Inc Fort Worth TX 04/2017 Present
  • 05/2006 → 03/2017
    Northwestern Mutual Investment Services, Llc
    Fort Worth, TX
  • 01/2010 → 03/2017
    Brian Petrando
    Ft Worth, TX
  • 04/2017 → Present
    First Command Financial Planning, Inc
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-11
S63 Uniform Securities Agent State Law Examination 2007-01-23
  • S65 Uniform Investment Adviser Law Examination
    2007-06-11
  • S63 Uniform Securities Agent State Law Examination
    2007-01-23
Other Names
  • Sarah C Mehaffey
  • Sarah C Duncan
  • Sarah C Duncan
  • Sarah C Wells

View on SEC IAPD

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