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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 2024-03-15
VA RA APPROVED 2016-02-02
  • TX RA
    APPROVED_RES
    Since 2024-03-15
  • VA RA
    APPROVED
    Since 2016-02-02

Branch Locations

5285 Shawnee Rd Suite 305, Alexandria, VA 22312 • United States

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

Alexandria, 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
Palm Beach Tan Coppell TX 05/2008 Present
First Command Financial Planning, Inc. Fort Worth TX 04/2016 Present
First Command Advisory Services, Inc Fort Worth TX 04/2016 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2016 Present
  • 05/2008 → Present
    Palm Beach Tan
    Coppell, TX
  • 04/2016 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2016 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 04/2016 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Alex Rossi Financial Planning LLC Whether the business is investment-related: Yes Address of the other business: 5285 Shawnee Rd Suite 305, Alexandria, VA 22312 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jul 26, 2022 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: The LLC I use for my taxes using my First Command commissions (2) Name of the other business: BNI Positive Power Whether the business is investment-related: No Address of the other business: 12 Fendall Ave, Alexandria, VA 22304 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Oct 01, 2025 The approximate number of hours/month you devote to the other business: 11 to 20 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: BNI Positive Power is a referral group that meets weekly at a Moose Lodge in Alexandria, VA. We pay $70/quarter per person to use the space and provide breakfast for members and guests. It is my responsibility to collect the funds from members and pay the necessary bills

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-12
  • S66 Uniform Combined State Law Examination
    2016-01-12

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