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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
Branch Locations
1640 Powers Ferry Road, Bldg 24, Suite 100 , Marietta, GA 30067 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-20 |
Branch Locations
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 05/2017 | 01/2020 |
| City Of Atlanta | Atlanta | GA | 07/2012 | 02/2017 |
| Vci Wealth Management Llc | Saint Louis | MO | 06/2023 | 08/2023 |
| Fefa Asset Management Llc | Saint Louis | MO | 04/2023 | 08/2023 |
| Ernst And Young | Atlanta | GA | 01/2023 | 04/2023 |
| Department Of Defense | Atlanta | GA | 05/2021 | 10/2022 |
| Pandemic | Atlanta | GA | 01/2020 | 05/2021 |
| City Of Atlanta Pension Office | Atlanta | GA | 05/2012 | 02/2017 |
| Lpl Enterprise Llc | Atlanta | GA | 08/2025 | 06/2026 |
| Magenland Federal | Arlington | VA | 08/2023 | 08/2024 |
| Hr Block | Atlanta | GA | 01/2025 | 04/2025 |
| Unemployed | Atlanta | GA | 05/2025 | 08/2025 |
| Unemployed | Atlanta | GA | 09/2024 | 01/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 06/2026 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 06/2026 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-05 |
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