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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-11-12
MN RA APPROVED 2015-12-15
ND RA APPROVED 2015-12-15
  • TX RA
    APPROVED
    Since 2019-11-12
  • MN RA
    APPROVED
    Since 2015-12-15
  • ND RA
    APPROVED
    Since 2015-12-15

Branch Locations

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

2950 Metro Drive, Suite 210, Bloomington, MN 55425 • United States

Princeton, MN • 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 Financial Planning, Inc Fort Worth TX 09/1999 03/2026
First Command Financial Services, Inc Fort Worth TX 09/1999 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
First Command Financial Planning, Inc Fort Worth TX 03/2026 Present
  • 09/1999 → 03/2026
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 09/1999 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
  • 03/2026 → Present
    First Command Financial Planning, Inc
    Fort Worth, TX
Previous Registrations
  • 2005-01-04 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

(1) Name of the other business: BCP Results LLC. ; Whether the business is investment-related: Not Investment-related ; Address of the other business: 1474 Featherstone Court, Hastings, MN 55033 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Board Member ; The start date of your relationship: 12/11/2017 ; The approximate number of hours/month you devote to the other business: 1 - 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: I am to provide advice on company operations and direction. (2) Name of the other business: J LEACH LLC Whether the business is investment-related: No Address of the other business: PO BOX 85, ZIMMERMAN, MN 55398 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Apr 01, 2024 The approximate number of hours/month you devote to the other business: 1 to 5 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: Use for First Command IC business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-19
S63 Uniform Securities Agent State Law Examination 1999-07-08
  • S65 Uniform Investment Adviser Law Examination
    2004-11-19
  • S63 Uniform Securities Agent State Law Examination
    1999-07-08
Designations
Other Names
  • Jim Leach

View on SEC IAPD

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