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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
175 Hampton Point Dr Suite 2, Saint Augustine, FL 32092 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Jacksonville, FL • 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 | 11/2011 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 11/2011 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Nick Poe & Associates, LLC ; Whether the business is investment-related: Investment-related ; Address of the other business: 590 Wells Road Suite 2 Orange Park, FL, 32073 ; Nature of the other business: LLC Used to run my First Command Business ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 01/2016 ; 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: LLC Used to run my First Command Business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-16 |
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