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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-03-27 |
Branch Locations
Fort Worth, TX • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Saint Robert, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
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