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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-12-15 |
| TX | RA | APPROVED_RES | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
2701 Cashwell Dr, Goldsboro, NC 27534 • United States
Goldsboro, NC • 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 |
(1) HAVE DALY FINANCIAL MANAGEMENT, INC. SET UP AS A SUB S FOR MY FIRST COMMAND BUSINESS. DO NOT ADVERTISE THIS, JUST FOR ACCT. PURPOSES. (2) CO OWNER OF MBA DEVELOPMENT WHICH IS NON INVESTMENT RELATED TO ONLY RENTAL PROPERTIES AND SALE OF SUCH FROM TIME TO TIME. 50% OWNER. (3)Name of the other business: First Professional Practice, LLC ; Whether the business is investment-related: Not Investment Related ; Address of the other business: PO BOX 10098 Goldsboro, NC 27534 ; Nature of the other business: LLC formed for myself and my licensed associate Steve Strickler. ; Your position, title, or relationship with the other business: Partner ; The start date of your relationship: ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: ; Briefly describe your duties relating to the other business: This is for use for tax purposes and the work we do for commercial lending only. (4) Name of the other business: Vet Partners Whether the business is investment-related: No Address of the other business: 230 Washington Ave Extension, Suite 101, Albany NY 12203 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Board Member/director The start date of your relationship: Jan 01, 2025 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: Will be running for a board member position. This is a non profit organization that is made up of veterinary practice consultants and professionals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-05 |
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