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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-09 |
| FL | RA | APPROVED | 2019-08-20 |
Branch Locations
320 1St St N Suite 601, Jacksonville Beach, FL 32250 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Jacksonville | FL | 03/2019 | 04/2019 |
| City Of Jacksonville | Jacksonville | FL | 01/2017 | 03/2019 |
| City Of Jacksonville | Jacksonville | FL | 08/2013 | 01/2017 |
| First Command Financial Services | Fort Worth | TX | 04/2019 | 07/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2019 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2019 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2019 | Present |
(1) Name of the other business: JRBergman, Inc. Whether the business is investment-related: Yes Address of the other business: 13963 Sea Prairie Lane, Jacksonville, FL, 32224 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: LLC Owner The start date of your relationship: Jan 04, 2021 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: 1 to 5 Briefly describe your duties relating to the other business: LLC set up for myself due to my advisor role at First Command. (2) Name of the other business: Tsunami Softball Whether the business is investment-related: No Address of the other business: N/A. Nature of the other business: Community Activity Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Apr 11, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Treasurer for my daughter's travel softball team. Opened a bank a non-interest bearing checking account. Will be responsible for collecting sponsorship revenues the girls generate and purchasing equipment, paying for tournaments, and other softball related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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