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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-07-05 |
Branch Locations
Fayetteville, NC • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
2153 Valleygate Drive 201, Fayetteville, NC 28304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning | Fort Worth | TX | 02/2019 | 04/2020 |
| Us Army | Na | CO | 10/2015 | 03/2020 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2020 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2020 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2020 | Present |
| United States Army Reserves | Fort Liberty | NC | 11/2023 | Present |
(1) Name of the other business: Baloo Realty LLC ; Whether the business is investment-related: Yes ; Address of the other business: 4273 Well Ridge Ct Chester VA, 23831 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 6/1/2022 ; 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: I will be renting out my previous residence. My duties consist of landlord responsibilities. (2) Name of the other business: United States Army Reserves ; Whether the business is investment-related: No ; Address of the other business: Fort Liberty NC ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Section OIC ; The start date of your relationship: 11/3/2023 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Provide Observer/Controller support to other units training efforts (3) Name of the other business: Radiant Financial Solutions LLC ; Whether the business is investment-related: Yes ; Address of the other business: 2153 Valleygate Dr. , Fayetteville NC, 28314 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner/ Officer ; The start date of your relationship: May 01, 2020 ; The approximate number of hours/month you devote to the other business: Over 40 ; The number of hours you devote to the other business during securities trading hours: Over 40 ; Briefly describe your duties relating to the other business: LLC for our advising business with First Command.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
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