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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-29 |
| VA | RA | APPROVED | 2015-12-15 |
Branch Locations
320 B Charles H Dimmock Pkwy Suite 1, Colonial Heights, VA 23834 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 | 04/2001 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 06/2001 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1) Name of the other business: Bade Group LLC Whether the business is investment-related: Yes Address of the other business: 320 B Charles H Dimmock Pkwy, Ste 1 Colonial Heights, VA 23834 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: 11/7/2012 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: Owner of LLC to keep First Command Business and Assets separated from Personal Assets. (2) Name of the other business: OPA Jim's LLC Whether the business is investment-related: No Address of the other business: Chesterfield, VA Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner The start date of your relationship: Oct 01, 2007 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: Owner/manager of rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-24 |
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