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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-11-22
  • VA RA
    APPROVED
    Since 2019-11-22

Branch Locations

Virginia Beach, VA • United States

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

780 Lynnhaven Pkwy Suite 100, Virginia Beach, VA 23452 • 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, Inc. Fort Worth TX 08/2019 01/2020
Us Navy Virginia Beach VA 01/2012 12/2019
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
  • 08/2019 → 01/2020
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2012 → 12/2019
    Us Navy
    Virginia Beach, VA
  • 01/2020 → 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
Other Businesses

Name of the other business: Atlantic Realty Solutions ; Whether the business is investment-related: No ; Address of the other business: 2916 Dante Pl Virginia Beach, VA 23453 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Managing Member ; The start date of your relationship: 08/29/18 ; The approximate number of hours/month you devote to the other business: 1 - 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: I am the owner / Managing Member of the LLC, and the nature of the business is to manage residential rental property. My duties include filling vacant properties, managing maintenance orders on occupied properties, and routine bookkeeping.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-22
  • S66 Uniform Combined State Law Examination
    2019-11-22
Designations

View on SEC IAPD

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