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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| CA | RA | APPROVED | 2019-01-29 |
Branch Locations
1431 W Rosamond Blvd Suite 16, Rosamond, CA 93560 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Lancaster | CA | 08/2012 | 01/2019 |
| World Financial Group, Inc. | Lancaster | CA | 04/2012 | 01/2019 |
| Debtmerica Relief | Santa Ana | CA | 04/2013 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2019 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2019 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-22 |
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