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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-05-15
  • CT RA
    APPROVED
    Since 2025-05-15

Branch Locations

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

400 Bayonet St Suite 306, New London, CT 06320 • United States

East Lyme, CT • 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 Brokerage Inc. Fort Worth TX 10/2024 05/2025
Us Army Arlington VA 07/1996 09/2024
Beyond The Whiteboard East Lyme CT 06/2023 Present
Stay At Home Dad / Retired East Lyme CT 10/2024 05/2025
Torch Technologies Huntsville AL 12/2024 05/2025
Suss Consulting Jenkintown PA 04/2025 Present
First Command Brokerage Services, Inc. Fort Worth TX 05/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 05/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 05/2025 Present
  • 10/2024 → 05/2025
    First Command Brokerage Inc.
    Fort Worth, TX
  • 07/1996 → 09/2024
    Us Army
    Arlington, VA
  • 06/2023 → Present
    Beyond The Whiteboard
    East Lyme, CT
  • 10/2024 → 05/2025
    Stay At Home Dad / Retired
    East Lyme, CT
  • 12/2024 → 05/2025
    Torch Technologies
    Huntsville, AL
  • 04/2025 → Present
    Suss Consulting
    Jenkintown, PA
  • 05/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 05/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 05/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1)Name of the other business: Yoga with Emily LLC Whether the business is investment-related: No Address of the other business: East Lyme, CT Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Co-Owner The start date of your relationship: Aug 15, 2018 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: None Briefly describe your duties relating to the other business: Wife's yoga instruction business (2)Name of the other business: Rental Property Whether the business is investment-related: No Address of the other business: 9913 Natick Rd, Burke, VA 22015 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: Jul 10, 2018 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: None Briefly describe your duties relating to the other business: Property owner. Conduct/coordinate maintenance activities. Find and place new tenants (3)Name of the other business: Torch Technologies Whether the business is investment-related: No Address of the other business: 4090 Memorial Parkway SW | Building 1 Huntsville, AL 35802 Nature of the other business: Military Your position, title, or relationship with the other business: Cybersecurity Analyst The start date of your relationship: Dec 09, 2024 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: Over 40 Briefly describe your duties relating to the other business: US Government contractor to US Air Force through Torch Technologies working as a cybersecurity analyst reviewing assigned program material for compliance and updating security protocols (4) Name of the other business: Suss Consulting Whether the business is investment-related: No Address of the other business: 801 Old York Rd, Noble Plaza, Suite 313, Jenkintown PA 19046 Nature of the other business: Military Your position, title, or relationship with the other business: Senior Army Expert The start date of your relationship: Apr 14, 2025 The approximate number of hours/month you devote to the other business: 6 to 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: Advise clients on Army enterprise IT operations during contract bid process, review client proposals for accuracy, correct terminology

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-27
S63 Uniform Securities Agent State Law Examination 2025-02-19
  • S65 Uniform Investment Adviser Law Examination
    2025-03-27
  • S63 Uniform Securities Agent State Law Examination
    2025-02-19
Other Names
  • George Coleman

View on SEC IAPD

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