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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-24 |
Branch Locations
320 1St Street N Suite 601, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 11/2021 | 02/2026 |
| United States Navy Reserves | Jacksonville | FL | 06/2021 | Present |
| United States Navy | Jacksonville | FL | 06/2010 | 06/2021 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 03/2026 | 04/2026 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 04/2026 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2026 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2026 | Present |
Name of the other business: United States Navy Reserves Whether the business is investment-related: No Address of the other business: Maritime Expeditionary Security Squadron (MSRON) 10, BLDG 938 Box 44, Jacksonville, Florida 32212 Nature of the other business: Military Your position, title, or relationship with the other business: First Class Petty Officer The start date of your relationship: Jun 11, 2021 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Information Technician Systems (IT) First class petty officer. Current command is Maritime Expeditionary Squadron 10. Duties include maintenance and upkeep of communication equipment and Navy Enterprise Tactical Command and Control (NETC2) equipment, mentorship/training of junior sailors, and basic administration.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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