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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-10-30 |
Branch Locations
6152 Delancy Station St Suite 105B, Riverview, FL 33578 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
501 East Kennedy Blvd Ste 600, Tampa, FL 33606 • United States
Riverview, FL • 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 | 07/2019 | 01/2020 |
| Usaf (Air National Guard) | Cheyenne | WY | 02/2016 | Present |
| 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 |
(1)Name of the other business: United States Air Force Central Command Whether the business is investment-related: No Address of the other business: 7115 South Boundary Blvd Tampa FL 33621 Nature of the other business: Military Your position, title, or relationship with the other business: Deputy Inspector General The start date of your relationship: May 06, 2020 The approximate number of hours/month you devote to the other business: 11 - 20 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Inspector General office for US Central Command (2)Name: Real Estate - Rental Property Homeowner Investment-related: No Address: Riverview FL 33579 Nature of the other business: Real Estate/Rental Property Your position: Home Owner Start date: 06/01/15 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: Rents property to tenants. (3) Name of the other business: Coyle Financial Planning Inc Whether the business is investment-related: No Address of the other business: 13646 Ashlar Slate Place, Riverview FL 33579 Nature of the other business: Board Membership Your position, title, or relationship with the other business: President The start date of your relationship: Aug 01, 2025 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: Formed Corporation for Financial Planning business. (4) Name of the other business: Real Estate Whether the business is investment-related: No Address of the other business: 2020 W Brandon Blvd Ste 145 Brandon FL 33511 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Sales Associate The start date of your relationship: Sep 01, 2025 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: I have had a FL real estate license in FL since 2009. I hung my real estate license with Remax Florida Referral Connection.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
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