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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-03-18
  • FL RA
    APPROVED
    Since 2020-03-18

Branch Locations

175 Hampton Point Dr Suite 2, Saint Augustine, FL 32092 • United States

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

Saint Johns, FL • 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
First Command Financial Planning Fort Worth TX 06/2019 04/2020
United States Marine Corps Washington DC 10/1992 09/2019
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
  • 06/2019 → 04/2020
    First Command Financial Planning
    Fort Worth, TX
  • 10/1992 → 09/2019
    United States Marine Corps
    Washington, DC
  • 04/2020 → Present
    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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-12
  • S66 Uniform Combined State Law Examination
    2020-03-12

View on SEC IAPD

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