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Michelle Kahealani Surita

First Command Advisory Services

Fayetteville, NC

Fayetteville, NC

Fort Worth, TX

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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-05
  • NC RA
    APPROVED
    Since 2026-03-05

Branch Locations

2153 Valleygate Drive Suite 201, Fayetteville, NC 28304 • United States

Fayetteville, NC • 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, Inc Fort Worth TX 01/2024 07/2024
Defense Commissary Agency Fort Belvoir VA 01/2022 08/2023
Purdue University Global Fort Novosel AL 08/2023 01/2024
Boatus Springfield VA 10/2021 12/2021
Unemployed Fort Belvoir VA 12/2021 01/2022
Geico Lakeland FL 03/2018 10/2018
Polk-State College Lakeland FL 10/2018 05/2020
Sykes Lakeland FL 01/2018 03/2018
Polk State College Lakeland FL 08/2015 01/2018
Unemployed Camp Lejeune NC 05/2020 10/2021
First Command Brokerage Services, Inc Fort Worth TX 07/2024 Present
First Command Advisory Services, Inc Fort Worth TX 07/2024 Present
First Command Insurance Services, Inc Fort Worth TX 07/2024 Present
  • 01/2024 → 07/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 01/2022 → 08/2023
    Defense Commissary Agency
    Fort Belvoir, VA
  • 08/2023 → 01/2024
    Purdue University Global
    Fort Novosel, AL
  • 10/2021 → 12/2021
    Boatus
    Springfield, VA
  • 12/2021 → 01/2022
    Unemployed
    Fort Belvoir, VA
  • 03/2018 → 10/2018
    Geico
    Lakeland, FL
  • 10/2018 → 05/2020
    Polk-State College
    Lakeland, FL
  • 01/2018 → 03/2018
    Sykes
    Lakeland, FL
  • 08/2015 → 01/2018
    Polk State College
    Lakeland, FL
  • 05/2020 → 10/2021
    Unemployed
    Camp Lejeune, NC
  • 07/2024 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2024 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 07/2024 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-09
S63 Uniform Securities Agent State Law Examination 2024-05-30
  • S65 Uniform Investment Adviser Law Examination
    2024-07-09
  • S63 Uniform Securities Agent State Law Examination
    2024-05-30

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · FAYETTEVILLE, NC
WELLS FARGO CLEARING SERVICES, LLC · FAYETTEVILLE, NC
D.A. DAVIDSON & CO. · FAYETTEVILLE, NC
LPL FINANCIAL LLC · FAYETTEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FAYETTEVILLE, NC
CREDIT UNION INVESTMENT SERVICES · Fayettteville, NC
CREDIT UNION INVESTMENT SERVICES · Fayetteville, NC
EDWARD JONES · FAYETTEVILLE, NC

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