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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-07-08 |
Branch Locations
3033 S Parker Rd Suite 400, Aurora, CO 80014 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2018 | 02/2019 |
| Caci International, Inc. | Arlington | VA | 10/2015 | 03/2018 |
| First Command Financial Planning, Inc. | Aurora | CO | 09/2018 | 09/2018 |
| Unemployed | Taipei | 03/2018 | 06/2018 | |
| First Command Financial Planning, Inc. | Fort Worth | TX | 02/2019 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 02/2019 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2019 | Present |
Name of the other business: Kelly Adams Maston, LLC Whether the business is investment-related: Yes Address of the other business: Parker, Co Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Sole Owner/Member/Registered Agent The start date of your relationship: Dec 05, 2019 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: I am the sole proprietor of this LLC, Kelly Adams Maston, LLC is my personal LLC related to my position at First Command. I created this LLC when I became an independent contractor as a Financial Advisor for First Command in November 2019 after completing my Fast Start period. My business income/expenses are reported to the IRS, via a Schedule C, thru this LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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