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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-19 |
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