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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| VA | RA | APPROVED | 2022-02-22 |
Branch Locations
1021 E Cary St Ste 1001, Richmond, VA 23219-4051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Masonry | Chesapeake | VA | 03/2014 | 05/2018 |
| Old Dominion University | Norfolk | VA | 08/2012 | 12/2016 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2017 | 11/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2017 | 03/2018 |
| First Command Advisory Services | Fort Worth | TX | 11/2017 | 03/2018 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 11/2017 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Visalia | CA | 05/2018 | 09/2021 |
| Janney Montgomery Scott Llc | Richmond | VA | 09/2021 | 02/2022 |
| Ameriprise Financial Services, Llc | Richmond | VA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-25 |
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