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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-30 |
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
1277 Kelly Johnson Blvd Suite 260, Colorado Springs, CO 80920 • 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 |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2015 | 07/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2017 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2017 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2017 | Present |
Name of the other business: CLGeorge, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 1277 Kelly Johnson Blvd., Suite 260, Colorado Springs, CO 80920 ; Nature of the other business: Financial ; Your position, title, or relationship with the other business: President, Treasurer ; The start date of your relationship: 04/16/2018 ; The approximate number of hours/month you devote to the other business: 1 - 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: Financial planning and advising as an independent contractor of First Command Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-07 |
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