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Pensacola, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-20 |
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 | 11/2022 | 01/2024 |
| Santa Rosa County Schools | Milton | FL | 07/2019 | 06/2023 |
| Child Development Center Eglin Air Force Base | Eglin Air Force Base | FL | 08/2018 | 06/2019 |
| York Jewish Community Center | York | PA | 08/2017 | 05/2018 |
| Wichita Falls Independent School District | Wichita Falls | TX | 08/2015 | 07/2017 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2024 | 07/2024 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2024 | 07/2024 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2024 | 07/2024 |
| Swan Capital | Pensacola | FL | 12/2024 | Present |
| Unemployed | Navarre | FL | 08/2024 | 12/2024 |
| Family First Life | Uncasville | CT | 07/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-15 |
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