Daniel Robert Kurtz

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-11-14
TX	RA	APPROVED	2024-11-14
VA	RA	APPROVED	2024-11-14

Branch Locations

909 Rose Avenue Suite 650, North Bethesda, MD 20852 • United States

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

Organization	City	State	From	To
First Command Financial Planning, Inc.	Fort Worth	TX	12/2013	04/2023
First Command Insurance Services, Inc.	Fort Worth	TX	12/2013	04/2023
First Command Advisory Services	Fort Worth	TX	12/2015	04/2023
W.C. Moore Financial Services	Centreville	VA	05/2023	07/2024
Ameritas Investment Company, Llc	Lincoln	NE	06/2023	07/2024
Ameritas Advisory Services, Llc	Lincoln	NE	06/2023	07/2024
Pruco Securities, Llc	North Bethesda	MD	07/2024	11/2024
The Prudential Insurance Company Of America	North Bethesda	MD	07/2024	Present
Lpl Enterprise, Llc	North Bethesda	MD	11/2024	Present

12/2013 → 04/2023

First Command Financial Planning, Inc.

Fort Worth, TX
12/2013 → 04/2023

First Command Insurance Services, Inc.

Fort Worth, TX
12/2015 → 04/2023

First Command Advisory Services

Fort Worth, TX
05/2023 → 07/2024

W.C. Moore Financial Services

Centreville, VA
06/2023 → 07/2024

Ameritas Investment Company, Llc

Lincoln, NE
06/2023 → 07/2024

Ameritas Advisory Services, Llc

Lincoln, NE
07/2024 → 11/2024

Pruco Securities, Llc

North Bethesda, MD
07/2024 → Present

The Prudential Insurance Company Of America

North Bethesda, MD
11/2024 → Present

Lpl Enterprise, Llc

North Bethesda, MD

1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-08-31
S63	Uniform Securities Agent State Law Examination	2013-08-21

Other Firms