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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2015-12-15 |
| VA | RA | APPROVED | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
11827 Canon Blvd Suite 100, Newport News, VA 23606 • 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 | 10/1999 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 10/1999 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
OBA 1: MCGEE LIFE PLANNING LLC - OWNER - FOR FIRST COMMAND BUSINESS. OBA 2: Name of the other business: McGee Aviation, LLC ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: LLC for operating aircraft ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 01/2013 ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: ; Briefly describe your duties relating to the other business: Managing and flying my airplane for business and personal use. More than 50% of flying is personal and the remaining is used to visit clients, go to the HO for required meetings and the annual advisor conference when convenient (2) Name of the other business: Liberty Live Church Whether the business is investment-related: No Address of the other business: 1021 Big Bethel Rd, Hampton, VA 23666 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Safety Team Member The start date of your relationship: Jun 01, 2017 The approximate number of hours/month you devote to the other business: 21 to 40 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 am a DCJS licensed Armed Security Guard. I serve (volunteer) at our church most Sunday's and occasionally during other days for special events that need security presence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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