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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-03-25 |
Branch Locations
250 Berryhill Rd Suite 510, Columbia, SC 29210 • United States
6208 Garners Ferry Road Suite A, Columbia, SC 29209 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgia Pacific | Prosperity | SC | 06/2013 | 08/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2017 | 11/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2017 | 03/2019 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2017 | 03/2019 |
| First Command Insurance Services, Inc, | Fort Worth | TX | 11/2017 | 03/2019 |
| Integrated Advisors Network, Llc | Dallas | TX | 03/2019 | Present |
Name of the other business: South Carolina Army National Guard Whether the business is investment-related: No Address of the other business: 263 Air Defender Way Anderson, SC 29625 Nature of the other business: Military Your position, title, or relationship with the other business: Asst Operations Officer The start date of your relationship: 08/23/18 The approximate number of hours/month you devote to the other business: 21 - 40 The number of hours you devote to the other business during securities trading hours: 1 - 5 Briefly describe your duties relating to the other business: Assist the operations officer in the operations of the fires cell.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
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