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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-15 |
| TX | RA | APPROVED_RES | 2015-12-15 |
Branch Locations
320 1St Street North Suite 601, Jacksonville Beach, FL 32250 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Jacksonville, FL • 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 | 01/2002 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 05/2002 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Bergman Consulting Inc Whether the business is investment-related: No Address of the other business: 320 1st Street N. Suite 601 Jacksonville Beach, FL 32250 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: 01/27/06 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 run my First Command business through this entry for Tax Reporting purposes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-12 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
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