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Advisor at KEEL & LONG FINANCIAL MANAGEMENT, LLC
GREENVILLE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KEEL & LONG FINANCIAL MANAGEMENT, LLC | State registered | Mar 30, 2018 | n/a | yes | GREENVILLE, NC | Current employment |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Dec 15, 2015 | Mar 8, 2018 | no | FORT WORTH, TX | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Apr 6, 2009 | Dec 15, 2015 | no | GREENVILLE, NC|GOLDSBORO, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST COMMAND ADVISORY SERVICES | KEEL & LONG FINANCIAL MANAGEMENT, LLC | Mar 8, 2018 | Mar 30, 2018 | 22 | Firm change | Ibd to state RIA |
| FIRST COMMAND FINANCIAL PLANNING, INC. | FIRST COMMAND ADVISORY SERVICES | Dec 15, 2015 | Dec 15, 2015 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281958:292851:TX:2018-03-08 | Mar 8, 2018 | Mar 30, 2018 | FORT WORTH, TX | Firm change |