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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 2019-06-24
  • TX RA
    APPROVED
    Since 2019-06-24

Branch Locations

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

1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218 • United States

San Antonio, TX • 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
United States Department Of Defense - Disa Global Operations Com Scott Air Force Base (Afb) IL 07/2017 Present
United States Department Of Defense - Joint Staff Pentagon DC 07/2014 07/2017
First Command Financial Planning Fort Worth TX 12/2018 07/2019
First Command Financial Planning Inc Fort Worth TX 07/2019 Present
First Command Advisory Servicese Inc Fort Worth TX 07/2019 Present
First Command Insurance Services Inc Fort Worth TX 07/2019 Present
  • 07/2017 → Present
    United States Department Of Defense - Disa Global Operations Com
    Scott Air Force Base (Afb), IL
  • 07/2014 → 07/2017
    United States Department Of Defense - Joint Staff
    Pentagon, DC
  • 12/2018 → 07/2019
    First Command Financial Planning
    Fort Worth, TX
  • 07/2019 → Present
    First Command Financial Planning Inc
    Fort Worth, TX
  • 07/2019 → Present
    First Command Advisory Servicese Inc
    Fort Worth, TX
  • 07/2019 → Present
    First Command Insurance Services Inc
    Fort Worth, TX
Other Businesses

Name: King of Kings Lutheran Church Investment-related: No Address: 13888 Dreamwood Dr, San Antonio, TX 78233 Nature of the other business: Board Membership Your position: Church Council - Treasurer Start date: 09/01/20 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: Active roll in reviewing and monitoring the work performed by the day-to-day accounting staff for King of Kings and the Early Childhood Development Center. The Treasurer develops and maintains procedures to ensure financial accountability including receipt of funds or gifts, disbursements, and savings or investment accounts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-19
  • S66 Uniform Combined State Law Examination
    2019-06-19
Other Names
  • N/A N/A N/A

View on SEC IAPD

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