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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-13 |
| IL | RA | APPROVED | 2015-12-15 |
| MO | RA | APPROVED | 2015-12-15 |
Branch Locations
639 N Main Street, O'FAllon, IL 62269 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
O'FAllon, IL • 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 | 02/2001 | Present |
| First Command Financial Planning, Inc | Fort Worth | TX | 09/2005 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 02/2001 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1) Name of the other business: Gateway Properties, LLC ; Whether the business is investment-related: No ; Address of the other business: 639 N Main St O'Fallon, IL 62269 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: 1/4 owner of LLC ; The start date of your relationship: 6/21/2018 ; 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: Office building shared ownership (2) Name of the other business: International Visioning Facilitation Council ; Whether the business is investment-related: No ; Address of the other business: IVFC P.O. Box 1085 Klamath Falls, OR 97601 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Chair of IVFC ; The start date of your relationship: 7/1/2023 ; 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: Volunteer organization Chair as a strategic planning process for Rotary Clubs globally. I have general board responsibilities to include review of budget and signer on organizational bank account as one of 3 board members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-13 |
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