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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-01-29
IL RA APPROVED 2015-12-15
  • TX RA
    APPROVED_RES
    Since 2016-01-29
  • IL RA
    APPROVED
    Since 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

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 10/2012 Present
First Command Financial Services, Inc Fort Worth TX 10/2012 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 10/2012 → Present
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 10/2012 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-05
S63 Uniform Securities Agent State Law Examination 2012-07-12
  • S65 Uniform Investment Adviser Law Examination
    2012-08-05
  • S63 Uniform Securities Agent State Law Examination
    2012-07-12

View on SEC IAPD

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