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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 2025-04-22
VA RA APPROVED 2020-01-02
  • TX RA
    APPROVED_RES
    Since 2025-04-22
  • VA RA
    APPROVED
    Since 2020-01-02

Branch Locations

870 Greenbrier Circle Suite 604, Chesapeake, VA 23320 • United States

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

Chesapeake, VA • 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
Us Navy Miami FL 09/1999 09/2019
First Command Financial Planning Fort Worth TX 01/2019 02/2020
First Command Financial Planning, Inc. Fort Worth TX 01/2020 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2020 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2020 Present
  • 09/1999 → 09/2019
    Us Navy
    Miami, FL
  • 01/2019 → 02/2020
    First Command Financial Planning
    Fort Worth, TX
  • 01/2020 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2020 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2020 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1)Name of the other business: Girl Scout Troop Leader / SU Financial Coordinator Support ; Whether the business is investment-related: No ; Address of the other business: 912 Cedar Road, Chesapeake, VA 23322 1112 Rockland Ter, Chesapeake, VA 23322 ; Nature of the other business: Financial ; Your position, title, or relationship with the other business: Leader / Financial Coordinator ; The start date of your relationship: 9/1/2016 ; 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: None ; Briefly describe your duties relating to the other business: Assist troop with management of funds for trips and events. Assist Service Unit with management of funds to support leaders, girls, and troops. (2) Name of the other business: Guardian / Conservator ; Whether the business is investment-related: Yes ; Address of the other business: 1112 Rockland Ter Chesapeake, VA 23322 ; Nature of the other business: Trustee ; Your position, title, or relationship with the other business: Guardian / Conservator ; The start date of your relationship: 7/11/2022 ; 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: Court Appointed Guardian / Conservator for Faith McIntyre, mother. In charge of assets and well being.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-14
  • S66 Uniform Combined State Law Examination
    2019-12-14

View on SEC IAPD

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