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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2019-03-27
  • MO RA
    APPROVED
    Since 2019-03-27

Branch Locations

Fort Worth, TX • United States

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

Saint Robert, MO • 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
Unemployed Saint Robert MO 05/2018 07/2018
Infuze Credit Union F/K/A Mid Missouri Credit Union Waynesville MO 10/2013 05/2018
First Command Fort Worth TX 08/2018 04/2019
First Command Financial Planning, Inc. Fort Worth TX 04/2019 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2019 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2019 Present
  • 05/2018 → 07/2018
    Unemployed
    Saint Robert, MO
  • 10/2013 → 05/2018
    Infuze Credit Union F/K/A Mid Missouri Credit Union
    Waynesville, MO
  • 08/2018 → 04/2019
    First Command
    Fort Worth, TX
  • 04/2019 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2019 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2019 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Jamie Carpenter & Associates ; Whether the business is investment-related: Yes ; Address of the other business: 718 Missouri Ave. Saint Robert, MO 65584 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 01/16/20 ; 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: Financial Planning

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-11
  • S66 Uniform Combined State Law Examination
    2019-03-11

View on SEC IAPD

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