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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-02 |
Branch Locations
2055 Sugarloaf Circle [G8-Rbo], Duluth, GA 30097 • United States
1590 Scenic Hwy N, Snellville, GA 30078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Snellville | GA | 05/2026 | Present |
| Wells Fargo Bank, Na | Snellville | GA | 04/2026 | Present |
| First Command Brokerage Services, Inc | Fort Worth | TX | 03/2024 | 08/2024 |
| United States Army | El Paso | TX | 02/2022 | 03/2024 |
| United States Army | Columbus | GA | 05/2019 | 02/2022 |
| United States Military Academy | West Point | NY | 05/2015 | 05/2019 |
| Self - Real Estate Investing | Columbus | GA | 06/2024 | Present |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 08/2024 | 12/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 08/2024 | 12/2025 |
| First Command Insurance Services, Inc. | Forth Worth | TX | 08/2024 | 12/2025 |
Name of the other business: Real Estate Investing ; Whether the business is investment-related: Yes ; Address of the other business: 3371 Flintlock Drive, Columbus, GA 31909; 10737 Levelland Place, El Paso TX 79912 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Landlord ; The start date of your relationship: 06/2024 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: 1 to 5 ; Briefly describe your duties relating to the other business: I have two single-family properties and have a property manager for each one. I make sure that I am always accessible to my property managers if they may need me, however I rarely spend more than 20min a month attending to the property. However, I recently just sold my property at 3371 Flintlock Drive on May 8, 2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-20 |
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