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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-04 |
Branch Locations
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
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 |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 02/2024 | 04/2025 |
| United States Army | Sacramento | CA | 08/2017 | Present |
| Asurion Llc | West Sacramento | CA | 06/2019 | 06/2022 |
| Gametruck Sacramento | Sacramento | CA | 06/2022 | 06/2023 |
| Parkside | Davis | CA | 06/2023 | 09/2024 |
| Unemployed/Student | Livingston | CA | 01/2014 | 08/2017 |
| Doordash | San Francisco | CA | 12/2024 | 04/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 04/2025 | 12/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2025 | 12/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2025 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Titusville | FL | 02/2026 | Present |
| Wells Fargo Bank, Na | Titusville | FL | 02/2026 | Present |
Name of the other business: United States Army ; Whether the business is investment-related: No ; Address of the other business: ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Commissioned Officer ; The start date of your relationship: Aug 01, 2017 ; 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: Administration of Personnel
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-14 |
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