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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-12-18
  • MO RA
    APPROVED
    Since 2025-12-18

Branch Locations

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

718 Missouri Ave, Saint Robert, MO 65584 • 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 Services, Inc Fort Worth TX 12/2024 01/2026
United States Marine Corps Fort Leonard Wood MO 08/2003 09/2025
Contract Resourcing Group Fort Leonard Wood MO 01/2024 09/2025
First Command Brokerage Services, Inc. Fort Worth TX 01/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2026 Present
  • 12/2024 → 01/2026
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 08/2003 → 09/2025
    United States Marine Corps
    Fort Leonard Wood, MO
  • 01/2024 → 09/2025
    Contract Resourcing Group
    Fort Leonard Wood, MO
  • 01/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Horsetooth Legacy Holdings LLC Whether the business is investment-related: Yes Address of the other business: 30 NORTH GOULD STREET SUITE R, SHERIDAN, WY 82801 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: Jun 06, 2023 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: Investment Holding Company (2) Name of the other business: Personal Real Estate Investments Whether the business is investment-related: No Address of the other business: Waynesville, MO 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 16, 2020 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: I own two rental properties in Cedar Rapids and Boone, Iowa.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2025-11-03

View on SEC IAPD

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