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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| WV | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Pittsburgh | PA | 07/2013 | 09/2016 |
| Ameriprise Financial Services, Inc. | Honolulu | HI | 09/2016 | 06/2017 |
| First Command Financial Planning, Inc | Fort Worth | TX | 06/2017 | 06/2017 |
| First Command Financial Planning, Inc. | Aiea | HI | 06/2017 | 01/2019 |
| First Command Advisory Services, Inc. | Aiea | HI | 06/2017 | 01/2019 |
| First Command Insurance Services, Inc. | Aiea | HI | 06/2017 | 01/2019 |
| Massmutual | Morgantown | WV | 01/2019 | 07/2020 |
| Mml Investors Services | Morgantown | WV | 01/2019 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | 07/2025 |
| Virtus Wealth Solutions | Morgantown | WV | 07/2020 | Present |
| Osaic Wealth | Scottsdale | AZ | 08/2025 | Present |
1. LIFE INSURANCE POSITION: CFP NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/24/2020 ADDRESS: 35 Cherry Hill Road, Morgantown WV 26508, United States DESCRIPTION: Fixed Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-08 |
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