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Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-18
  • TX RA
    APPROVED
    Since 2020-02-18

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

4245 Kemp Blvd Suite 810, Wichita Falls, TX 76308 • United States

Wichita Falls, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sam Houston State University Huntsville TX 08/2014 05/2019
First Command Financial Planning Inc Fort Worth TX 05/2019 02/2020
First Command Financial Planning, Inc. Fort Worth TX 02/2020 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2020 Present
First Command Insurance Services, Inc. Fort Worth TX 02/2020 Present
  • 08/2014 → 05/2019
    Sam Houston State University
    Huntsville, TX
  • 05/2019 → 02/2020
    First Command Financial Planning Inc
    Fort Worth, TX
  • 02/2020 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 02/2020 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2020 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: The Fallen Outdoors South Region ; Whether the business is investment-related: No ; Address of the other business: 20123 NE 174th St Brush Prairie, WA 98606 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Pro-Staff ; The start date of your relationship: 9/22/2023 ; 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: Attending outdoor shows to spread awareness of the mission of the Nonprofit and helping to guide/facilitate hunting and fishing trips for Veteran, Active Duty, and their families.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-14
  • S66 Uniform Combined State Law Examination
    2020-01-14

View on SEC IAPD

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