William James Perry

Current Employers

First Command Advisory Services

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2015-12-15

NC RA
APPROVED

Since 2015-12-15

Branch Locations

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

2153 Valleygate Drive Suite 201, Fayetteville, NC 28304 • United States

Raeford, NC • 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

Organization	City	State	From	To
First Command Financial Services, Inc.	Fort Worth	TX	12/2001	Present
First Command Financial Planning, Inc.	Fayetteville	NC	03/1998	Present
First Command Advisory Services	Fort Worth	TX	12/2015	Present

12/2001 → Present

First Command Financial Services, Inc.

Fort Worth, TX
03/1998 → Present

First Command Financial Planning, Inc.

Fayetteville, NC
12/2015 → Present

First Command Advisory Services

Fort Worth, TX

Previous Registrations

2004-04-12 → 2005-09-02

First Command Bank

Fort Worth, TX

Other Businesses

1995 SKIBO ROAD, LLC.; NOT INVESTMENT RELATED; 1995 SKIBO RD FAYETTEVILLE, NC 28314;RENTAL PROPERTY; OWNER; START DATE 8/14/2015; <5% HRS/MO; 1 HOUR DURING SECURITIES TRADING HOURS; LLC USED TO ADDRESS LIABILITY ASSOCIATED WITH MANAGING THE CURRENT DISTRICT OFFICE LOCATION.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-09-19
S63	Uniform Securities Agent State Law Examination	1997-04-21

S65 Uniform Investment Adviser Law Examination

2001-09-19
S63 Uniform Securities Agent State Law Examination

1997-04-21

Designations

Other Names

Bill Perry
William James Perry

View on SEC IAPD