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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-13 |
| TN | RA | APPROVED | 2017-06-02 |
Branch Locations
5050 Poplar Sve, Ste 2403, Memphis, TN 38157 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Collierville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Cordova | TN | 08/2013 | 05/2017 |
| Princor Financial Services Corp | Cordova | TN | 08/2013 | 05/2017 |
| First Command Insurance Services, Inc | Fort Worth | TX | 05/2017 | Present |
(1) Name of the other business: Heevner Wealth Management Whether the business is investment-related: No Address of the other business: 5050 Poplar Ave, Ste 2403, Memphis, TN 38157 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Member The start date of your relationship: Jan 01, 2024 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: This is my flow through as my First Command Business (2) Name of the other business: Rental Whether the business is investment-related: No Address of the other business: 5638 Garden Lakes Palm, Bradenton, Florida 34203 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Co-owner The start date of your relationship: Nov 29, 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: None Briefly describe your duties relating to the other business: Co-owner of the property and mortgage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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