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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-17 |
| VA | RA | APPROVED | 2019-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2015 | 04/2019 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2015 | 04/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 04/2019 | Present |
| Bank Of America, N.A. | Leesburg | VA | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-29 |
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