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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-29 |
| IL | RA | APPROVED | 2015-12-15 |
Branch Locations
639 N Main Street, O'FAllon, IL 62269 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Troy, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc | Fort Worth | TX | 10/2012 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 10/2012 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1) Name of the other business: Gateway Property Partners Whether the business is investment-related: No Address of the other business: 639 N. Main, O'Fallon IL 62269 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: 25% owner The start date of your relationship: 11/16/18 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: 1 - 5 Briefly describe your duties relating to the other business: Part owner in the new building rented by independent advisors for First Command business. (2) Name of the other business: Airlift Tanker Association ; Whether the business is investment-related: No ; Address of the other business: 7983 Rhodes Farm Way, Chattanooga, Tennessee 37421 ; Nature of the other business: Financial ; Your position, title, or relationship with the other business: Finance Committee Member ; The start date of your relationship: 12/11/2023 ; 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: 1 to 5 ; Briefly describe your duties relating to the other business: I agreed to work with the non-profit Airlift Tanker Association to help them build a budget and spending plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-12 |
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