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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 05/2020 | 09/2020 |
| John F Flannery Dba Northwestern Mutual | Charlottesville | VA | 05/2019 | 03/2020 |
| Amberlyn E Sasser, Llc | Stafford | VA | 10/2013 | 07/2022 |
| Rbh Financial, Llc Dba Northwestern Mutual | Virginia Beach | VA | 11/2017 | 05/2019 |
| Melissa White Dba Northwestern Mutual | Henrico | VA | 02/2015 | 05/2018 |
| Homemaker | Stafford | VA | 03/2020 | 05/2020 |
| Sam Williams Dba Northwestern Mutual | Henrico | VA | 09/2016 | 05/2017 |
| Christopher Vidler & Eric Van Der Hyde Dba Northwestern Mutual | Henrico | VA | 09/2016 | 12/2016 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 09/2020 | 06/2021 |
| First Command Advisory Services, Inc. | Fort Wort | TX | 09/2020 | 06/2021 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 09/2020 | 06/2021 |
| Lpl Financial Llc | Virginia Beach | VA | 06/2021 | 07/2022 |
| Henderson Financial Group | Virginia Beach | VA | 06/2021 | 07/2022 |
| Shaklee | Stafford | VA | 09/2016 | 07/2022 |
| Fidelilty Investments | Jacksonville | FL | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-89746|OrgNmn:Shaklee|Org Addr:Stafford,Virginia,US|OBA Nature:I am a sales representative wi|Invst Rel:N|Title:Independent Contractor|Duties:I am a sales representative with Shaklee. I signed up as a rep in order to get the discount on the products. I don't actively sell; however, i|StrtDt:09-01-16|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-121676|OrgNmn:The Ponce Group, LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Husband and I will be renting |Invst Rel:Y|Title:Partner|Duties:I will be prepping rental property, creating contracts for tenants, managing rental properties, and doing all the bookkeeping/finances.|StrtDt:08-01-25|TotHrs/mon:5|TrdHrs/mon:0|OBA-89471|OrgNmn:C & P Mechanical, LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Husband's partnership that pro|Invst Rel:N|Title:Bookkeeper|Duties:Maintain accounts in Excel & send data to CPA for tax purposes|StrtDt:01-01-19|TotHrs/mon:20|TrdHrs/mon:0|OBA-89472|OrgNmn:WP Contractors, LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Provides mechanics to construc|Invst Rel:N|Title:Bookkeeper|Duties:Maintain financial books & provide data to CPA for tax preparation purposes|StrtDt:01-01-13|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-14 |
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