Daniel Ferris

Current Employers

Employment History

• 01/2018 → 08/2018
  Evolv Technology
  Waltham, MA
• 05/1998 → 02/2018
  United States Army
  Fort Bragg, NC
• 07/2018 → 01/2019
  First Command
  Fort Wroth, TX
• 01/2019 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 01/2019 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2019 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 04/2025 → Present
  Dan Ferris Financial Planning Llc
  Norfolk, MA

Other Businesses

(1)Name of the other business: High Caliber Solutions LLC Whether the business is investment-related: No Address of the other business: 16 Day Street, Norfolk, MA 02056 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Founder/Sole Proprietor The start date of your relationship: 03/30/18 The approximate number of hours/month you devote to the other business: 11 - 20 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I teach military planning and combat leadership to Army and Air Force service members, as well as teaching performance coaching to civilian business entities. (2)Name of the other business: Dan Ferris Financial Planning LLC Whether the business is investment-related: No Address of the other business: 16 Day Street Norfolk, MA 02056 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Apr 22, 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: This entity was created so that I could register it as a S-Corp for tax purposes. It does no business with any other entity except for have my First Command commissions transferred into it so I can then run a payroll service to my employees and I for my First Command Business. My CPA had me create it in order to better manage my tax obligations. All that happens is that I transfer the First Command commissions that come into my personal First Command Bank account into the Dan Ferris Financial Planning LLC bank account.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-16