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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 2020-10-29
  • TX RA
    APPROVED
    Since 2020-10-29

Branch Locations

Abilene, TX • United States

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

749 Gateway Street Suite B-203, 79602, TX 79602 • 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
Office Depot Abilene TX 04/2017 Present
Sprint San Angelo TX 03/2017 04/2017
Best Buy Abilene TX 01/2013 02/2017
First Command Financial Planning Fort Worth TX 08/2019 11/2020
First Command Brokerage Services Fort Worth TX 11/2020 Present
First Command Advisory Services Fort Worth TX 11/2020 Present
First Command Insurance Services Fort Worth TX 11/2020 Present
  • 04/2017 → Present
    Office Depot
    Abilene, TX
  • 03/2017 → 04/2017
    Sprint
    San Angelo, TX
  • 01/2013 → 02/2017
    Best Buy
    Abilene, TX
  • 08/2019 → 11/2020
    First Command Financial Planning
    Fort Worth, TX
  • 11/2020 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 11/2020 → Present
    Fort Worth, TX
  • 11/2020 → Present
    First Command Insurance Services
    Fort Worth, TX
Other Businesses

Name of the other business: Sean Morgan Financial LLC ; Whether the business is investment-related: Yes ; Address of the other business: 5150 Bunny Run Abilene, TX, 79602 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Financial Advisor/Owner ; The start date of your relationship: 8/16/2021 ; The approximate number of hours/month you devote to the other business: Over 40 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Financial Advisor and insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-29
  • S66 Uniform Combined State Law Examination
    2020-10-29

View on SEC IAPD

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