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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2015-12-15
TX RA APPROVED_RES 2015-12-15
  • OK RA
    APPROVED
    Since 2015-12-15
  • TX RA
    APPROVED_RES
    Since 2015-12-15

Branch Locations

5604 Se 67Th St, Oklahoma City, OK 73135 • United States

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

Edmond, OK • 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
OrganizationCityStateFromTo
First Command Financial Planning, Inc. Fort Worth TX 01/2004 Present
First Command Financial Services, Inc. Fort Worth TX 08/2004 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 01/2004 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 08/2004 → Present
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Previous Registrations
  • 2005-07-07 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

Name of the other business: Pheasant Pointe Home Owner's Association ; Whether the business is investment-related: Not investment-related ; Address of the other business: ; Nature of the other business: Home Owner's Association ; Your position, title, or relationship with the other business: Advisory Board Member ; The start date of your relationship: 5/1/2010 ; 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: None ; Briefly describe your duties relating to the other business: Advisory Member of the neighborhood Homeowner's Association Board

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-06-05
S65 Uniform Investment Adviser Law Examination 2005-06-27
  • S63 Uniform Securities Agent State Law Examination
    2007-06-05
  • S65 Uniform Investment Adviser Law Examination
    2005-06-27
Designations
Other Names
  • Jeff Wallace

View on SEC IAPD

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