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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| CA | RA | APPROVED | 2025-03-26 |
Branch Locations
4167 Avenida De La Plata Suite 102, Oceanside, CA 92056 • 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 |
|---|---|---|---|---|
| Knights Of Columbus | New Haven | CT | 09/2018 | 01/2025 |
| San Francisco State University Police Department | San Francisco | CA | 08/2001 | 07/2018 |
| N/A | Vista | CA | 07/2018 | 08/2018 |
| United States Marine Corps Reserve | New Orleans | LA | 12/1992 | 01/2023 |
| Legalshield | Vista | CA | 03/2012 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 02/2021 | 01/2025 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 02/2025 | 04/2025 |
| Consortium Training & Consulting | Bradenton | FL | 01/2025 | Present |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 04/2025 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2025 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2025 | Present |
(1) Name of the other business: Consortium Training & Consulting Whether the business is investment-related: No Address of the other business: 8374 Market Street, Ste 162, Bradenton, FL, 34202 Nature of the other business: Employment Your position, title, or relationship with the other business: Trainer The start date of your relationship: Jan 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: Trainer (on as available basis) - training and advisory/consulting services for public safety and wellness as to emergency and disaster preparedness and critical incident response (2) Name of the other business: Marine Executive Association (MEA) Whether the business is investment-related: No Address of the other business: P.O. Box 1850, Quantico, VA, 22134 Nature of the other business: Board Membership Your position, title, or relationship with the other business: President The start date of your relationship: Jan 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: None Briefly describe your duties relating to the other business: President, Borad of Directors, whose primary purpose as a non-profit veteran's organization is membership, and support service members transitioning from active duty, and/or seeking employment. (3) Name of the other business: LegalShield Whether the business is investment-related: No Address of the other business: 213 Diamond Way, Unit 125, Vista, CA, 92083 Nature of the other business: Multi-Level Marketing Your position, title, or relationship with the other business: Independent Associate The start date of your relationship: Mar 01, 2012 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: offering of legal services through partner law firms and ID theft protection services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-10 |
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