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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-05 |
| CO | RA | APPROVED | 2015-12-15 |
Branch Locations
1277 Kelly Johnson Blvd Suite 260, Colorado Springs, CO 80920 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Palmer Lake, CO • 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 | 12/2015 | Present |
| First Command Insurance Services , Inc. | Fort Worth | TX | 12/2015 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Zen AF Homes, 2nd home does not have an LLC or name ; Whether the business is investment-related: No ; Address of the other business: Gatlinburg TN & Palmer Lake CO ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Investor ; The start date of your relationship: 9/1/2020 ; 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: None ; Briefly describe your duties relating to the other business: We have 2 short-term rental properties that we own. 1 is a partnership (me, my spouse and 1 other business partner) and second is just owned by me and my spouse. We rent the properties out on VRBO and AIRBNB and self manage them. Pay is purely from rent Third property is newly rented as of July 2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-22 |
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