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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| VA | RA | APPROVED | 2025-07-16 |
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 | 02/2023 | 07/2023 |
| Usafr | Keesler Afb | MS | 11/2021 | 02/2025 |
| Usaf | Shaw Afb | SC | 08/2016 | 11/2021 |
| George Mason University | Fairfax | VA | 08/2014 | 08/2016 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 02/2023 | 07/2025 |
| First Command Advisory Services, Inc | Fort Worth | TX | 07/2023 | 07/2025 |
| First Command Insurance Services, Inc | Fort Worth | TX | 07/2023 | 07/2025 |
| Raymond James Financial Services Advisors, Inc. | Fairfax | VA | 07/2025 | Present |
| The American College Of Financial Services | Bryn Mawr | PA | 04/2024 | Present |
| Atlantic Union Bank | Fairfax | VA | 07/2025 | Present |
| Southern New Hampshire University | Manchester | NH | 09/2019 | 09/2023 |
| Raymond James Financial Services, Inc. | Fairfax | VA | 07/2025 | Present |
(1)Name of Business: Address: 12000 Inspiration St Apt 2908, Reston, VA, 20190, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property owner - rental managed by Homefront PM, Ocean Springs MS (2)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 9910 Main St, Fairfax, VA, 22031, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
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