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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 2019-05-10
UT RA APPROVED 2018-10-23
  • TX RA
    APPROVED
    Since 2019-05-10
  • UT RA
    APPROVED
    Since 2018-10-23

Branch Locations

2307 N Hill Field Rd Suite 104, Layton, UT 84041 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 07/2018 11/2018
Universal Trailer Inc. Ogden UT 06/2017 05/2018
Xpand Nutrition Layton UT 11/2016 06/2017
Unemployment Layton UT 04/2016 10/2016
First Command Financial Planning, Inc. Fort Worth TX 11/2018 Present
First Command Advisory Services, Inc. Fort Worth TX 11/2018 Present
First Command Insurance Services, Inc. Fort Worth TX 11/2018 Present
  • 07/2018 → 11/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 06/2017 → 05/2018
    Universal Trailer Inc.
    Ogden, UT
  • 11/2016 → 06/2017
    Xpand Nutrition
    Layton, UT
  • 04/2016 → 10/2016
    Unemployment
    Layton, UT
  • 11/2018 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2018 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 11/2018 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: BNI - Business after Business Whether the business is investment-related: No Address of the other business: 55 S State St, Clearfield, UT 84015 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Vice President The start date of your relationship: 05/15/19 The approximate number of hours/month you devote to the other business: 6 - 10 The number of hours you devote to the other business during securities trading hours: 1 - 5 Briefly describe your duties relating to the other business: Give updates and reports to members within BNI as well as conflict resolution. Ensure meetings are ran smoothly and according to BNI standard. Create ways to improve group efficiency and cohesion.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-12
  • S66 Uniform Combined State Law Examination
    2018-10-12

View on SEC IAPD

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