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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-08 |
Branch Locations
Virginia Beach, VA • United States
780 Lynnhaven Pkwy Ste. 100, Virginia Beach, VA 23452 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2024 | 08/2025 |
| United States Coast Guard | Cape Charles | VA | 11/2017 | 07/2025 |
| Costco | Pembroke Pines | FL | 08/2007 | 11/2017 |
| Active Reserve Program Selres | Virginia Beach | VA | 08/2025 | Present |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 08/2025 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 08/2025 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 08/2025 | Present |
Name of the other business: US Coast Guard Reserves Whether the business is investment-related: No Address of the other business: 1 Marina Road, Cape Charles, VA 23310 Nature of the other business: Military Your position, title, or relationship with the other business: E5/ BM The start date of your relationship: Aug 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: Currently actively drilling with the US Coast Guard Reserves. This entails training, patrols, maintenance of boats and actively managing my readiness.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-03 |
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