Best Investors
Account
Sign in
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-02-26 |
Branch Locations
121 Cathedral St Suite 1B, Annapolis, MD 21401 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 | 11/2019 | 02/2020 |
| The Hotchkiss School | Lakeville | CT | 07/2018 | 07/2019 |
| Unemployed | Arnold | MD | 07/2019 | 11/2019 |
| U.S. Navy/U.S. Naval Academy | Annapolis | MD | 06/2011 | 09/2018 |
| 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 |
| Us Naval Academy | Annapolis | MD | 10/2022 | Present |
(1)Name of the other business: Rental Property ; Whether the business is investment-related: No ; Address of the other business: 602 Saber Ln, Arnold MD 21012 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 11/30/2024 ; 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 own four rental properties, all single-family units. I manage three directly and pay a property manager to manage one. (2)Name of the other business: Battlefield Leadership ; Whether the business is investment-related: No ; Address of the other business: 1020 Forest Glen New Windsor, NY 12553 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Facilitator ; The start date of your relationship: 10/01/20 ; The approximate number of hours/month you devote to the other business: 6 - 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Battlefield Leadership conducts battle-based, experiential leadership development workshops and seminars for corporate executives and management teams. Facilitators describe the historical context of battlefield leadership decisions and help participants translate those leadership lessons to their own professional environment. (3)Name of the other business: US Naval Academy ; Whether the business is investment-related: No ; Address of the other business: 1 Wilson Rd Annapolis MD 21401 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Professor ; The start date of your relationship: Jan 06, 2025 ; The approximate number of hours/month you devote to the other business: 11 to 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: I don't know when they'll have a need for me in 2025, but I'm hoping to teach at least one semester. Will teach one section of the core ethics class. This is a course I taught for 6 years while on active duty. Class meets 3x/week for 50 minutes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-04 |
Reach out to this advisor