Best Investors
Account
Sign in
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-03 |
| VT | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED | 2022-08-22 |
| NY | RA | APPROVED | 2021-12-09 |
| CT | RA | APPROVED | 2020-11-30 |
| ME | RA | APPROVED | 2015-12-15 |
| MA | RA | APPROVED | 2015-12-15 |
| NH | RA | APPROVED | 2015-12-15 |
| RI | RA | APPROVED | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
6 Loudon Road Suite 401, Concord, NH 03301 • United States
Canterbury, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2000 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 01/2001 | Present |
Name of the other business: Mashloch, Inc (S-Corporation) Whether the business is investment-related: Yes Address of the other business: Canterbury, NH Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: Sep 21, 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: None Briefly describe your duties relating to the other business: This is my umbrella S-Corporation that is solely used for my financial advising practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 2003-07-17 |
Reach out to this advisor