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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-21 |
| CO | RA | APPROVED | 2020-01-03 |
Branch Locations
3033 S Parker Road Suite 400, Aurora, CO 80014 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Golden, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 02/2019 | 01/2020 |
| United States Air Force | Shaw Afb | SC | 08/1994 | 12/2019 |
| 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 |
Name of the other business: Collaborative Works LLC Whether the business is investment-related: Yes Address of the other business: Golden, CO Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: May 01, 2008 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: This is the LLC used for First Command and real estate holdings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-08 |
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