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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 2022-10-03
CA RA APPROVED 2020-06-30
  • TX RA
    APPROVED_RES
    Since 2022-10-03
  • CA RA
    APPROVED
    Since 2020-06-30

Branch Locations

4167 Avenida De La Plata Suite 102, Oceanside, CA 92056 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 Advisory Services Fort Worth TX 12/2015 Present
First Command Financial Planning, Inc. Fort Worth TX 03/2016 Present
First Command Insurance Services, Inc. Fort Worth TX 03/2016 Present
  • 12/2015 → Present
    Fort Worth, TX
  • 03/2016 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 03/2016 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: CG23 Films LLC Whether the business is investment-related: No Address of the other business: 468 Taylor Dr Oceanside, CA 92056 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Chief Financial Officer The start date of your relationship: Mar 26, 2025 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: Manage the finances of the LLC. Pay employees and contractors for productions. Executive Producer on film projects.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-28
  • S66 Uniform Combined State Law Examination
    2015-07-28

View on SEC IAPD

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