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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-19 |
| IN | RA | APPROVED | 2019-08-08 |
| OH | RA | APPROVED | 2019-07-23 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
51 Plum Street Suite 260, Beavercreek, OH 45440 • United States
Dayton, OH • 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 | 08/2005 | Present |
| First Command Financial Services, Inc. | Fort Worth | TX | 08/2005 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Whelan Financial Services, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 51 Plum St. Suite 260 Beavercreek, OH 45440 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: President ; The start date of your relationship: 5/19/2020 ; 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: Over 40 ; Briefly describe your duties relating to the other business: Sole member LLC established to hold leases and pay employees to facilitate my business with First Command.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-31 |
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