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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 2022-10-05
WA RA APPROVED 2016-08-25
  • TX RA
    APPROVED_RES
    Since 2022-10-05
  • WA RA
    APPROVED
    Since 2016-08-25

Branch Locations

8820 59Th Ave Sw Suite 200, Lakewood, WA 98499 • 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
U.S. Army Jblm WA 05/1999 10/2016
First Command Financial Planning, Inc. Fort Worth TX 06/2016 10/2016
First Command Financial Planning, Inc. Fort Worth TX 11/2016 Present
First Command Advisory Services, Inc. Fort Worth TX 11/2016 Present
First Command Insurance Services, Inc. Fort Worth TX 11/2016 Present
  • 05/1999 → 10/2016
    U.S. Army
    Jblm, WA
  • 06/2016 → 10/2016
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2016 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2016 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 11/2016 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-24
  • S66 Uniform Combined State Law Examination
    2016-08-24
Designations

View on SEC IAPD

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