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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-02 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frenkel Benefits, Llc | New York | NY | 04/2016 | 08/2017 |
| Lpl Financial, Llc | New York | NY | 05/2016 | 08/2017 |
| Global Retirement Partners, Llc | San Rafael | CA | 05/2016 | 08/2017 |
| Self Employed | New York | NY | 09/2017 | 03/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2018 | Present |
Name of the other business: First Command Educational Foundation Whether the business is investment-related: Yes Address of the other business: 1 FirstComm Plaza, Suite 210, Fort Worth, TX 76109 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer 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: To assume role of Treasurer in 2025 on the Board of Directors for the First Command Educational Foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2009-01-08 |
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