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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-03 |
| KS | RA | APPROVED | 2015-12-15 |
| MO | RA | APPROVED | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
417 S 2Nd Street, Suite D-101, Leavenworth, KS 66048 • United States
Leavenworth, KS • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Lansing | KS | 09/1991 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 09/1991 | Present |
| Robert E Jorgensen, Inc. | Leavenworth | KS | 06/1994 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1) Name of the other business: Robert E Jorgensen, Inc. ; Whether the business is investment-related: Not Investment-related ; Address of the other business: 3949 21st St, Leavenworth, KS 66048 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 07/01/93 ; The approximate number of hours/month you devote to the other business: 1 - 5 ; The number of hours you devote to the other business during securities trading hours: 1 - 5 ; Briefly describe your duties relating to the other business: I run this business for my commission stream (2) Name of the other business: Pony Express Advisors, LLC Whether the business is investment-related: No Address of the other business: 417 S. 2nd St Suite 101, Leavenworth, KS 66048 Nature of the other business: Financial Your position, title, or relationship with the other business: partner The start date of your relationship: Apr 01, 2021 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: 1 to 5 Briefly describe your duties relating to the other business: The LLC is comprised of First Command DA and advisors in the Leavenworth office. I am a voting member of the LLC for determining and paying my share of office and business expenses of the office only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-11 |
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