Nicholas Ray Wallace

Current Employers

Employment History

• 10/2015 → 11/2017
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 07/2016 → 11/2017
  Enterprise Holdings (Enterprise Rent-A-Car)
  La Mesa, CA
• 11/2017 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/2017 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/2017 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1) Name of the other business: Navy League San Diego Whether the business is investment-related: No Address of the other business: 2115 Park Blvd San Diego, Ca 92101 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Secretary The start date of your relationship: Feb 01, 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: Meeting Minutes and record keeping of members (2) Name of the other business: La Mesa National Little League Whether the business is investment-related: No Address of the other business: PO BOX 601La Mesa, California 91944 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Sponorship Chair The start date of your relationship: Oct 01, 2024 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: Help sponsors understand the value of sponsorship of La Mesa National Little League. Work with Community Businesses to achieve their goals thru sponsorships. (3) Name of the other business: Coast Guard Auxiliary Whether the business is investment-related: No Address of the other business: 2710 N. Harbor Drive, San Diego, Ca 92101 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Confirmed not Qualified The start date of your relationship: Sep 01, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 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: I have joined the Coast Guard Auxiliary of San Diego, but I have not Achieved the Qualified status. I have to complete training to get to the Qualified Status where my volunteer work actually counts. (4) Name of the other business: Coast Guard City San Diego Committee Whether the business is investment-related: No Address of the other business: 202 C Street, San Diego, Ca 92101 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Co- VICE CHAIR The start date of your relationship: May 01, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 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: Assist with planning events, supporting special projects, and Communication with the Community about how to best serve and interact with the Coast Guard Community thru proper channels and communications. A volunteer board under the Mayor of San Diego office the organization is appointed by congress to the City.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-26