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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 2023-01-03
VA RA APPROVED 2015-12-15
  • TX RA
    APPROVED
    Since 2023-01-03
  • VA RA
    APPROVED
    Since 2015-12-15

Branch Locations

13625 Office Place Suite 201, Woodbridge, VA 22192 • United States

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

Woodbridge, 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 Insurance Services, Inc. Fort Worth TX 04/2013 Present
First Command Financial Planning, Inc. Fort Worth TX 04/2013 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 04/2013 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 04/2013 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

Name: Financial Insights, LLC Investment-related: Yes Address: 6544 Manet Court Woodbridge, VA 22193 Nature of the other business: Owner/Sole/Partner Your position: Member/Manager Start date: 03/12/14 The approximate number of hours/month you devote to the other business: Over 40 During securities trading hours: Over 40 Description of duties: Member/Manager

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-21
S63 Uniform Securities Agent State Law Examination 2012-11-20
  • S65 Uniform Investment Adviser Law Examination
    2013-01-21
  • S63 Uniform Securities Agent State Law Examination
    2012-11-20
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woodbridge, VA

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