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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_RES 2025-10-10
FL RA APPROVED 2018-11-19
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • FL RA
    APPROVED
    Since 2018-11-19

Branch Locations

501 East Kennedy Blvd Suite 600, Tampa, FL 33606 • United States

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

Tampa, FL • 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
Jaguar Of Tampa Tampa FL 04/2016 08/2018
First Command Financial Planning Fort Worth TX 07/2018 11/2018
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
  • 04/2016 → 08/2018
    Jaguar Of Tampa
    Tampa, FL
  • 07/2018 → 11/2018
    First Command Financial Planning
    Fort Worth, TX
  • 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: Randall Financial Services LLC ; Whether the business is investment-related: No ; Address of the other business: 16418 Lake Heather Dr Tampa FL 33618 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: President ; The start date of your relationship: 10/9/2019 ; 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: 1 - 5 ; Briefly describe your duties relating to the other business: LLC used as First Command business for tax purposes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-03
  • S66 Uniform Combined State Law Examination
    2018-11-03

View on SEC IAPD

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