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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-14 |
Branch Locations
1300 Oliver Rd. Suite 270, Fairfield, CA 94534 • 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 Brokerage Services, Inc | Fort Worth | TX | 07/2025 | 01/2026 |
| Fedex Express | Memphis | TN | 04/2021 | Present |
| United States Air Force | Travis Afb | CA | 01/2015 | 06/2021 |
| 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 |
Name of the other business: FedEx Express Whether the business is investment-related: No Address of the other business: 3131 Democrat Rd., Memphis, Tn 38118 Nature of the other business: Employment Your position, title, or relationship with the other business: First Officer The start date of your relationship: Apr 18, 2021 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: 11 to 20 Briefly describe your duties relating to the other business: I am a first officer at FedEx Express. I fly global freight FAA Part 121 operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-22 |
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