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Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-17
  • VA RA
    APPROVED
    Since 2025-10-17

Branch Locations

870 Greenbriar Circle Suite 604, Chesapeake, VA 23320 • United States

Norfolk, VA • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Brokerage Services Fort Worth TX 04/2024 10/2025
Unemployed Virginia Beach VA 09/2023 04/2024
Navy Federal Credit Union Virginia Beach VA 11/2020 01/2023
Unemployed Norfolk VA 08/2020 11/2020
Student Norfolk VA 09/2014 08/2020
Marley'S At The Y! Norfolk VA 07/2019 09/2023
First Command Brokerage Services, Inc. Fort Worth TX 10/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 10/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 10/2025 Present
Ups Virginia Beach VA 08/2025 11/2025
Lyft San Francisco CA 01/2025 Present
  • 04/2024 → 10/2025
    First Command Brokerage Services
    Fort Worth, TX
  • 09/2023 → 04/2024
    Unemployed
    Virginia Beach, VA
  • 11/2020 → 01/2023
    Navy Federal Credit Union
    Virginia Beach, VA
  • 08/2020 → 11/2020
    Unemployed
    Norfolk, VA
  • 09/2014 → 08/2020
    Student
    Norfolk, VA
  • 07/2019 → 09/2023
    Marley'S At The Y!
    Norfolk, VA
  • 10/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 10/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 10/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 08/2025 → 11/2025
    Ups
    Virginia Beach, VA
  • 01/2025 → Present
    Lyft
    San Francisco, CA
Other Businesses

(1) Name of the other business: Lyft Whether the business is investment-related: No Address of the other business: 185 Berry St., Suite 400, San Francisco, CA 94107 Nature of the other business: Employment Your position, title, or relationship with the other business: Driver The start date of your relationship: Jan 01, 2025 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I'm a driver. I pick up assigned passengers and drop them off at their destination.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
S63 Uniform Securities Agent State Law Examination 2024-10-05
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16
  • S63 Uniform Securities Agent State Law Examination
    2024-10-05

View on SEC IAPD

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