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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-01 |
Branch Locations
Fort Worth, TX • 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 | 08/2013 | 09/2016 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 09/2016 |
| Td Ameritrade, Inc. | Fort Worth | TX | 11/2016 | 10/2017 |
| First Command Financial | Fort Worth | TX | 10/2017 | 07/2022 |
| First Command Advisory Services | Fort Worth | TX | 10/2017 | 07/2022 |
| First Command Financial Planning, Inc | Fort Worth | TX | 09/2017 | 07/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 07/2022 | 04/2024 |
| Tiaa | Lewisville | TX | 07/2022 | 04/2024 |
| First Command Financial | Fort Worth | TX | 04/2024 | Present |
Name of the other business: Jim's Lock and Safe ; Whether the business is investment-related: No ; Address of the other business: PO Box 12228, Fort Worth TX 76110, United States ; Nature of the other business: Owner/Partner ; Your position, title, or relationship with the other business: Secretary/Treasurer ; The start date of your relationship: 08/2013 ; 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 hold minority partnership with my spouse in a locksmith business. I do not participate in any activity related to the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-03 |
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