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6975 S Union Park Ctr #644, Cottonwood Heights, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onsite Health | Pflugerville | TX | 11/2008 | 10/2021 |
| Us Army | Edinburgh | IN | 03/1999 | 10/2021 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 10/2013 | 04/2017 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 10/2013 | 04/2017 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 04/2017 |
| Lpl Financial, Llc | Dallas | TX | 05/2017 | 06/2018 |
| Fluent Financial, Llc | Dallas | TX | 04/2017 | 10/2021 |
| Private Client Services | Dallas | TX | 07/2018 | 10/2021 |
| Abg Consultants | Arlington | TX | 11/2021 | Present |
1.) Insurance sales; not investment related; 7607 Velvet Antler Trl, Arlington TX 76002; insurance sales; independent contractor; 5/31/2023; approx. 5 hours/month; insurance quotes and sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-16 |
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