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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
| FL | RA | APPROVED | 2015-12-15 |
Branch Locations
590 Wells Road Suite 2, Orange Park, FL 32073 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
St. Johns, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Services | Jacksonville | FL | 06/2003 | 12/2021 |
| First Command Financial Planning Inc | Fort Worth | TX | 11/2006 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 02/1993 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Hess Financial Group Inc. ; Whether the business is investment-related: Investment-related ; Address of the other business: 590 Wells Road Suite 2 Orange Park, FL, 32073 ; Nature of the other business: S-Corp Used to run my First Command Business ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 03/2008 ; The approximate number of hours/month you devote to the other business: <75% ; The number of hours you devote to the other business during securities trading hours: 40 ; Briefly describe your duties relating to the other business: S-Corp Used to run my First Command Business Name of the other business: Synergy Business Suites, LLC ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: Small Office Rentals ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 10/15/2017 ; The approximate number of hours/month you devote to the other business: <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: Small Office Rentals Name of the other business: Connections Co-work LLC Whether the business is investment-related: No Address of the other business: 1835 East West Parkway Suite 20 Fleming IL Florida 32003 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner 25% The start date of your relationship: 01/01/20 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: 1 - 5 Briefly describe your duties relating to the other business: Sales of rental space
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-02 |
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