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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 2026-02-22
CA RA APPROVED 2021-11-22
  • TX RA
    APPROVED_RES
    Since 2026-02-22
  • CA RA
    APPROVED
    Since 2021-11-22

Branch Locations

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

12419 Lewis St Suite 104, Garden Grove, CA 92840 • 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 Service, Inc Fort Worth TX 03/2021 11/2021
Xceed Financial Credit Union El Segundo CA 07/2016 01/2020
Unemployed Torrance CA 01/2020 03/2021
First Command Brokerage Services, Inc Fort Worth TX 11/2021 Present
First Command Advisory Services, Inc Fort Worth TX 11/2021 Present
First Command Insurance Services, Inc Fort Worth TX 11/2021 Present
Marzo Financial Services Garden Grove CA 07/2022 Present
  • 03/2021 → 11/2021
    First Command Brokerage Service, Inc
    Fort Worth, TX
  • 07/2016 → 01/2020
    Xceed Financial Credit Union
    El Segundo, CA
  • 01/2020 → 03/2021
    Unemployed
    Torrance, CA
  • 11/2021 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 11/2021 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 11/2021 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 07/2022 → Present
    Marzo Financial Services
    Garden Grove, CA
Other Businesses

Name of the other business: Marzo Financial Services ; Whether the business is investment-related: Yes ; Address of the other business: 12419 Lewis St, Suite 104 Garden Grove, CA 92840 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Financial Advisor/Sole Proprietor ; The start date of your relationship: 7/5/2022 ; 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: Fictitious business name provided to the City of Garden Grove when submitting an application for a business license.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-03
  • S66 Uniform Combined State Law Examination
    2021-11-03

View on SEC IAPD

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