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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-14
  • VA RA
    APPROVED
    Since 2026-01-14

Branch Locations

241 18Th St S Suite 303, Arlington, VA 22202 • 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
First Command Brokerage Services, Inc. Fort Worth TX 06/2025 01/2026
United Airlines Dulles VA 06/2018 Present
United States Air Force Joint Base Andrews MD 07/2010 03/2018
United Airlines Denver Flight Training Center CO 03/2018 06/2018
First Command Brokerage Services, Inc. Fort Worth TX 01/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2026 Present
  • 06/2025 → 01/2026
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 06/2018 → Present
    United Airlines
    Dulles, VA
  • 07/2010 → 03/2018
    United States Air Force
    Joint Base Andrews, MD
  • 03/2018 → 06/2018
    United Airlines
    Denver Flight Training Center, CO
  • 01/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: United Airlines Whether the business is investment-related: No Address of the other business: Dulles International Airport Dulles, VA 20166 Nature of the other business: Employment Your position, title, or relationship with the other business: Boeing 757/767 First Officer The start date of your relationship: Jun 19, 2018 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: Safely operate complex domestic and international commercial airline operations at the world's busiest airport. I am currently on a long-term medical leave of absence and enrolled in the company's managed pilot medical disability program.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-06
S63 Uniform Securities Agent State Law Examination 2025-12-04
  • S65 Uniform Investment Adviser Law Examination
    2026-01-06
  • S63 Uniform Securities Agent State Law Examination
    2025-12-04

View on SEC IAPD

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