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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-15 |
| TX | RA | APPROVED_RES | 2015-12-15 |
Branch Locations
12555 Orange Dr, Davie, FL 33330 • United States
Davie, FL • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2007 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 06/2007 | Present |
Name of the other business: MGENTRY LLC Whether the business is investment-related: Yes Address of the other business: 12555 Orange Drive, Ste 241, Davie, FL 33330 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Aug 01, 2024 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: President of LLC for income received from First Command.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-15 |
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