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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 05/2017 | 01/2018 |
| Target Corporation | Woodland | CA | 06/2013 | 12/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2018 | 09/2022 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2018 | 09/2022 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2018 | 09/2022 |
| Fidelity Investments | Sacramento | CA | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-12 |
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