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Inactive

Jamie Lee Via

Swan Capital

Pensacola, FL

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Current Employers
Swan Capital

Pensacola, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-20
  • FL RA
    APPROVED
    Since 2025-03-20

Branch Locations

Pensacola, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2022 → 01/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2019 → 06/2023
    Santa Rosa County Schools
    Milton, FL
  • 08/2018 → 06/2019
    Child Development Center Eglin Air Force Base
    Eglin Air Force Base, FL
  • 08/2017 → 05/2018
    York Jewish Community Center
    York, PA
  • 08/2015 → 07/2017
    Wichita Falls Independent School District
    Wichita Falls, TX
  • 01/2024 → 07/2024
    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
  • 12/2024 → Present
    Pensacola, FL
  • 08/2024 → 12/2024
    Unemployed
    Navarre, FL
  • 07/2024 → 08/2024
    Family First Life
    Uncasville, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-15
  • S65 Uniform Investment Adviser Law Examination
    2024-01-15

View on SEC IAPD

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