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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-11 |
| KY | RA | APPROVED | 2021-11-29 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1003 N Wilson Rd Ste B, Radcliff, KY 40160 • United States
Elizabethtown, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army | Fort Knox | KY | 07/2020 | 01/2022 |
| Us Army | Doral | FL | 07/2019 | 07/2020 |
| Us Army | Islamabad | 08/2018 | 07/2019 | |
| Us Army | Suffolk | VA | 04/2016 | 08/2018 |
| First Command Financial Services | Fort Worth | TX | 05/2021 | 11/2021 |
| First Command Brokerage Services | 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 |
Name of the other business: Bourbon Trail Financial Management, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 76 Whispering Pine Way, Elizabethtown, KY 42701 ; Nature of the other business: Financial ; Your position, title, or relationship with the other business: Chief Executive Officer ; The start date of your relationship: Jul 01, 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: This is the company that receives payment from First Command. It then pays all of the employees for the company, to include myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
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