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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| CA | RA | APPROVED | 2024-12-16 |
Branch Locations
11811 Bernardo Plaza Ct, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Service Inc | Fort Worth | TX | 02/2022 | 07/2022 |
| Psi Services Llc | 5440 Morehouse Dr | CA | 10/2019 | 07/2022 |
| Fedex | San Diego | CA | 09/2019 | 01/2020 |
| United States Navy | Washington Dc | DC | 08/2012 | 09/2019 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 07/2022 | 11/2024 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2022 | 11/2024 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2022 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 11/2024 | Present |
| San Diego State University | San Diego | CA | 08/2022 | Present |
| Bank Of America, N.A. | San Diego | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-22 |
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