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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-04 |
| NM | RA | APPROVED | 2020-09-02 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Albuquerque | NM | 03/2017 | 10/2017 |
| Fidelity Investments Institutional Operations Company, Inc | Albuquerque | NM | 09/2016 | 03/2017 |
| Charles Schwab & Co., Inc. | El Paso | TX | 10/2017 | 05/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2019 | 11/2019 |
| Homemaker | Albuquerque | NM | 06/2018 | 08/2019 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 11/2019 | 05/2020 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2019 | 05/2020 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2019 | 05/2020 |
| First Command Financial Planning, Inc. | Albuquerque | NM | 10/2019 | 11/2019 |
| Morgan Stanley | Albuquerque | NM | 05/2020 | Present |
*701736 - High; Investment related - No; Albuquerque, New Mexico; Restoration Services; Manging Memeber as registered on LLC (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
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