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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2015-12-15
  • VA RA
    APPROVED
    Since 2015-12-15

Branch Locations

870 Greenbrier Circle Suite 604, Chesapeake, VA 23320 • United States

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

Chesapeake, VA • 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 05/2008 Present
First Command Financial Services, Inc. Fort Worth TX 05/2008 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 05/2008 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 05/2008 → Present
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

Name of the other business: Cub Scout Pack 6 ; Whether the business is investment-related: No ; Address of the other business: 640 S Battlefield Blvd, Chesapeake, VA 23322 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Committee Chair ; The start date of your relationship: Aug 01, 2024 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; 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 will be the Committee Chair for Cub Scout Pack 6, part of Scouts of America. I will be a signer on the bank account for the Pack as the Committee Chair. Otherwise, I have no financial connection with the Pack.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-20
S63 Uniform Securities Agent State Law Examination 2007-11-08
  • S65 Uniform Investment Adviser Law Examination
    2008-05-20
  • S63 Uniform Securities Agent State Law Examination
    2007-11-08
Designations
Other Names
  • Dani Kaple
  • Paula Danielle Kaple

View on SEC IAPD

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