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Patrick Charles Marshall

First Command Advisory Services

Universal City, TX

Fort Worth, TX

San Antonio, TX

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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 2021-11-03
  • TX RA
    APPROVED
    Since 2021-11-03

Branch Locations

2101 Pat Booker Rd Ste 108, Universal City, TX 78148 • United States

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

San Antonio, TX • 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
Us Marine Corps Quantico VA 06/1991 06/2017
First Command Fort Worth TX 03/2021 11/2021
Retired Converse TX 06/2017 03/2021
First Command Brokerage Services Fort Worth TX 11/2021 Present
First Command Advisory Services Fort Worth TX 11/2021 Present
First Command Insurance Services Fort Worth TX 11/2021 Present
  • 06/1991 → 06/2017
    Us Marine Corps
    Quantico, VA
  • 03/2021 → 11/2021
    First Command
    Fort Worth, TX
  • 06/2017 → 03/2021
    Retired
    Converse, TX
  • 11/2021 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 11/2021 → Present
    First Command Advisory Services
    Fort Worth, TX
  • 11/2021 → Present
    First Command Insurance Services
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-29
S63 Uniform Securities Agent State Law Examination 2021-09-30
  • S65 Uniform Investment Adviser Law Examination
    2021-10-29
  • S63 Uniform Securities Agent State Law Examination
    2021-09-30

View on SEC IAPD

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