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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-15 |
Branch Locations
1919 Oakwell Farms Pkwy No 200, San Antonio, TX 78218 • United States
San Antonio, TX • 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 Financial Planning, Inc. | Fort Worth | TX | 02/2007 | Present |
| First Command Insurance Services | Fort Worth | TX | 02/2007 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Mlcak Family Financial Advisors Whether the business is investment-related: No Address of the other business: 15626 Dawn Crest San Antonio TX 78248 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Sole proprietor The start date of your relationship: 01/01/17 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: None Briefly describe your duties relating to the other business: This is just an LLC that I set up a couple of years ago for tax reporting purposes. I do not do any business activity in this LLC other than that related to First Command.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-23 |
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