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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-26 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
508 Union St, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Motor Works Inc | Spokane | WA | 05/2015 | 08/2018 |
| Re-Tex Llc | Noth Bend | WA | 05/2016 | 05/2016 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2016 | 04/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2017 | 11/2017 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2017 | 11/2017 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2017 | 11/2017 |
| Charles Schwab & Co., Inc. | Seattle | WA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 11/2023 | Present |
| Td Ameritrade | Renton | WA | 08/2018 | 12/2022 |
| Travelers Insurance | Spokane | WA | 10/2017 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-07 |
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