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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-02
  • VA RA
    APPROVED
    Since 2026-01-02

Branch Locations

5285 Shawnee Rd Suite 305, Alexandria, VA 22312 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 06/2025 01/2026
The Pew Charitable Trusts Washington, D.C. DC 09/2014 09/2025
First Command Brokerage Services, Inc. Fort Worth TX 01/2026 Present
First Command Advisory Services, Inc. Forth Worth TX 01/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2026 Present
  • 06/2025 → 01/2026
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 09/2014 → 09/2025
    The Pew Charitable Trusts
    Washington, D.C., DC
  • 01/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Advisory Services, Inc.
    Forth Worth, TX
  • 01/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-20
S63 Uniform Securities Agent State Law Examination 2025-10-29
  • S65 Uniform Investment Adviser Law Examination
    2025-11-20
  • S63 Uniform Securities Agent State Law Examination
    2025-10-29

View on SEC IAPD

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