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Current Employers
Integrated Financial Planning Services

Karlstr. 20, Heidelberg 69117 • Germany

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-14
  • MD RA
    APPROVED
    Since 2025-03-14

Branch Locations

Karlstrasse 20, Heidelberg 69117 • GERMANY

Merkurstrasse 44, Kaiserslautern 67663 • Germany

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
Charles Schwab & Co., Inc. Tulsa OK 08/2013 03/2021
Charles Schwab Bank Tulsa OK 12/2015 03/2021
First Command Fort Worth TX 03/2021 04/2021
First Command Financial Services Fort Worth TX 04/2021 Present
First Command Advisory Services Fort Worth TX 04/2021 Present
First Command Insurance Services Fort Worth TX 04/2021 Present
  • 08/2013 → 03/2021
    Tulsa, OK
  • 12/2015 → 03/2021
    Charles Schwab Bank
    Tulsa, OK
  • 03/2021 → 04/2021
    First Command
    Fort Worth, TX
  • 04/2021 → Present
    First Command Financial Services
    Fort Worth, TX
  • 04/2021 → Present
    Fort Worth, TX
  • 04/2021 → Present
    First Command Insurance Services
    Fort Worth, TX
Previous Registrations
Other Businesses

Name: ScissorTail Nation Podcast Investment-related: No Address: None Nature of the other business: Other OBA Your position: Co-Host Start date: 02/01/20 The approximate number of hours/month you devote to the other business: 6 - 10 During securities trading hours: None Description of duties: Podcast co-host for a non financial services related podcast that is a discussion for the broader 2nd tier soccer league in the United States called the USL Championship. No discussion of financial related topics or education. Strictly a sports hobby podcast

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-24
S63 Uniform Securities Agent State Law Examination 2013-11-22
  • S66 Uniform Combined State Law Examination
    2015-07-24
  • S63 Uniform Securities Agent State Law Examination
    2013-11-22
Designations

View on SEC IAPD

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