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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-06
DE RA APPROVED 2023-10-23
NJ RA APPROVED 2023-10-18
TX RA APPROVED 2018-07-10
  • PA RA
    APPROVED
    Since 2025-05-06
  • DE RA
    APPROVED
    Since 2023-10-23
  • NJ RA
    APPROVED
    Since 2023-10-18
  • TX RA
    APPROVED
    Since 2018-07-10

Branch Locations

100 Century Pkwy Suite 130, Mount Laurel, NJ 08054 • United States

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

Evesham, NJ • 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 Financial Planning Inc Fort Worth TX 05/2018 07/2018
First Command Financial Planning Inc Fort Worth TX 07/2018 Present
First Command Advisory Services Inc Fort Worth TX 07/2018 Present
First Command Insurance Services Inc Fort Worth TX 07/2018 Present
Us Army El Paso TX 01/2013 08/2018
  • 05/2018 → 07/2018
    First Command Financial Planning Inc
    Fort Worth, TX
  • 07/2018 → Present
    First Command Financial Planning Inc
    Fort Worth, TX
  • 07/2018 → Present
    First Command Advisory Services Inc
    Fort Worth, TX
  • 07/2018 → Present
    First Command Insurance Services Inc
    Fort Worth, TX
  • 01/2013 → 08/2018
    Us Army
    El Paso, TX
Other Businesses

(1) Name of the other business: Owl Family Finance LLC Whether the business is investment-related: Yes Address of the other business: 7113 Windy Ridge Dr Fort Worth, TX 76123 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: 03/16/19 The approximate number of hours/month you devote to the other business: 1 - 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: Owner (2) Name of the other business: Keith Thibodeau - Rental Property Whether the business is investment-related: No Address of the other business: Marlton, NJ Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Property Owner The start date of your relationship: Oct 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: My wife and I rent our past houses, one in Fort Worth, TX and one in Clarksville, TN.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-06
  • S66 Uniform Combined State Law Examination
    2018-07-06

View on SEC IAPD

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