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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-03 |
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