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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-27
  • NY RA
    APPROVED
    Since 2025-02-27

Branch Locations

Watertown, NY • United States

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

215 Washington St, Watertown, NY 13601 • 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 Brokerage Services Inc. Fort Worth TX 09/2024 02/2025
First Command Financial Planning Fort Worth TX 08/2006 01/2025
Ymca Watertown NY 09/2015 Present
First Command Brokerage Services, Inc. Fort Worth TX 02/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 02/2025 Present
  • 09/2024 → 02/2025
    First Command Brokerage Services Inc.
    Fort Worth, TX
  • 08/2006 → 01/2025
    First Command Financial Planning
    Fort Worth, TX
  • 09/2015 → Present
    Ymca
    Watertown, NY
  • 02/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: YMCA Whether the business is investment-related: No Address of the other business: 585 Rand Dr, Watertown, NY 13601 Nature of the other business: Employment Your position, title, or relationship with the other business: Fitness Instructor The start date of your relationship: Sep 01, 2015 The approximate number of hours/month you devote to the other business: 6 to 10 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: I teach Spin class and a weight lifting class. (2) Name of the other business: Twigs and Trims Whether the business is investment-related: No Address of the other business: 418 Flower Ave W, Watertown, NY 13601 Nature of the other business: Education/Training Your position, title, or relationship with the other business: Wreath Maker Instructor The start date of your relationship: Dec 01, 2012 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: At Christmas time I give Wreath Making Classes and donate a portion of the proceeds to our local food pantry.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-14
S63 Uniform Securities Agent State Law Examination 2024-11-26
  • S65 Uniform Investment Adviser Law Examination
    2025-01-14
  • S63 Uniform Securities Agent State Law Examination
    2024-11-26
Other Names
  • Marcia Kathleen Kress

View on SEC IAPD

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