Best Investors
Account
Sign in
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-22 |
| VA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
Reach out to this advisor