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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-01 |
Branch Locations
1300 Oliver Rd Suite 270, Fairfield, CA 94534 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 | 03/2019 | 11/2019 |
| U.S. Navy- Dfas | Cleveland | OH | 08/2009 | 08/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2019 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2019 | Present |
| First Command Insurance Service, In. | Fort Worth | TX | 11/2019 | Present |
| U.S. Navy Reserve | Alameda | CA | 09/2019 | Present |
Name of the other business: US Navy Reserve ; Whether the business is investment-related: No ; Address of the other business: 2144 Clement Ave, Alameda, CA ; Nature of the other business: Military ; Your position, title, or relationship with the other business: E-8 Reservist ; The start date of your relationship: Aug 21, 2019 ; 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: 1 to 5 ; Briefly describe your duties relating to the other business: I fulfill my monthly drill and 2-week Annual Training (AT) obligations and supervise a group of junior enlisted sailors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-18 |
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