Ian Ross Tomlinson

Current Employers

First Choice Financial Planning, Llc

Alamogordo, NM • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2017-05-03

NM RA
APPROVED

Since 2017-05-03

Branch Locations

Alamogordo, NM • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Due Diligence For First Choice Financial Planning	North Las Vegas	NV	04/2012	06/2020
First Choice Financial Planning	Alamogordo	NM	04/2017	Present

04/2012 → 06/2020

Due Diligence For First Choice Financial Planning

North Las Vegas, NV
04/2017 → Present

First Choice Financial Planning

Alamogordo, NM

Previous Registrations

2012-03-15 → 2012-04-03

Securities America Advisors, Inc.

North Las Vegas, NV
2011-04-01 → 2012-03-08

Securities America Advisors, Inc.

North Las Vegas, NV
2007-08-09 → 2011-03-04

Northwestern Mutual Investment Services, Llc

St George, UT
2005-09-02 → 2007-04-05

First Command Brokerage Services, Inc.

Las Vegas, NV

North Las Vegas, NV
2005-06-22 → 2005-09-02

First Command Bank

Fort Worth, TX

Other Businesses

Ian Ross Tomlinson is the Owner/Instructor at Centerfire Firearms Training, LLC; Investment related: No; Location of the business: 1034 San Miguel St ALAMOGORDO NM 88310; Description of the business: Concealed handgun carry instruction for the purpose of qualifying students to obtain a New Mexico concealed carry license; Responsibilities Duties: Provide instruction to students to obtain, keep current, and renew NM state-issued concealed handgun carry license; Start date with business: 2017-04-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 10; Contact person at the organization: Ian Tomlinson.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-06-15
S63	Uniform Securities Agent State Law Examination	1994-06-10

S65 Uniform Investment Adviser Law Examination

2005-06-15
S63 Uniform Securities Agent State Law Examination

1994-06-10

View on SEC IAPD