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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-29 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
One Columbus Center Ste 930, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 11/2018 | 12/2021 |
| Doma Technologies | Virginia Beach | VA | 04/2018 | 11/2018 |
| Pra Group | Norfolk | VA | 02/2018 | 04/2018 |
| Dominion Enterprises | Norfolk | VA | 11/2017 | 02/2018 |
| Unemployed | Virginia Beach | VA | 06/2017 | 11/2017 |
| Exact Data | Chicago | IL | 05/2017 | 06/2017 |
| Stericycle | Chicago | IL | 02/2016 | 04/2017 |
| Bank Of America, N.A. | Virginia Beach | VA | 12/2018 | 12/2021 |
| Lpl Financial, Llc | Virginia Beach | VA | 01/2022 | 11/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 08/2024 | 06/2026 |
| Dialogue Direct | Norfolk | VA | 05/2024 | 06/2024 |
| Sabattical | Virginia Beach | VA | 11/2023 | 05/2024 |
| Pence Financial Group | Virginia Beach | VA | 12/2021 | 09/2023 |
| Tidewater Community College | Norfolk | VA | 09/2021 | 02/2022 |
| Bank Of America, N.A. | North Bethesda | MD | 09/2024 | 06/2026 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 07/2026 | Present |
| First Command Advisory Services, Inc | Fort Worth | TX | 07/2026 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 07/2026 | Present |
Name of the other business: Kingdom Authorities Ministries Outreach Whether the business is investment-related: No Address of the other business: 1385 Fordham Drive, Suite 105, Virginia Beach VA 23464 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Director The start date of your relationship: Aug 03, 2019 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Provide counsel to Managing Director and organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-08 |
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