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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-30 |
| MT | RA | APPROVED | 2024-07-23 |
| CO | RA | APPROVED | 2024-07-22 |
| ID | RA | APPROVED | 2024-07-22 |
| KS | RA | APPROVED | 2024-07-22 |
| NM | RA | APPROVED | 2024-07-22 |
| OK | RA | APPROVED | 2024-07-22 |
| SD | RA | APPROVED | 2024-07-22 |
| UT | RA | APPROVED | 2024-07-22 |
| WY | RA | APPROVED | 2024-07-22 |
| ND | RA | APPROVED | 2024-07-21 |
| NE | RA | APPROVED | 2024-07-19 |
| TX | RA | APPROVED | 2024-02-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 03/2019 | 09/2020 |
| United States Army | Fort Hood | TX | 07/1998 | 07/2018 |
| Pwj Reality, Llc. | Killeen | TX | 04/2017 | 03/2022 |
| Equitable Advisors, Llc | Austin | TX | 11/2020 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 02/2021 | 08/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2021 | 08/2021 |
| Equitable Financial Life Insurance Co | Austin | TX | 11/2020 | 11/2020 |
| Td Ameritrade | Southlake | TX | 08/2021 | 09/2021 |
| Citigroup Global Markets Inc | Irving | TX | 03/2022 | 07/2022 |
| Navy Federal Financial Group, Llc | North Richland Hills | TX | 07/2022 | 04/2023 |
| Navy Federal Investment Services, Llc | North Richland Hills | TX | 07/2022 | 04/2023 |
| Apex Fintech Solutions | Dallas | TX | 04/2023 | 06/2023 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 11/2023 | 01/2024 |
| Texas A&M Commerce | Commerce | TX | 06/2023 | 11/2023 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 01/2024 | 01/2024 |
| First Command Advisory Services, Inc | Fort Worth | TX | 01/2024 | 01/2024 |
| First Command Insurance Services, Inc | Fort Worth | TX | 01/2024 | 01/2024 |
| Navy Federal Financial Group, Llc | Houston | TX | 02/2024 | Present |
| Navy Federal Investment Services, Llc | Houston | TX | 02/2024 | Present |
the name of the other business; Greater Lights Logistics LLC whether the business is investment-related; N the address of the other business; 501 Sandia Park Dr., Burleson, Tx 76028 the nature of the other business; General freight transportation your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 10/13/2021 the approximate number of hours/month you devote to the other business; 12/MONTH the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; My wife and have a general freight deliver business. We have employees pick up freight ( manly amazon) in a 26ft box truck and deliver the items to different locations; about $1000 a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-14 |
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