Brian Carl Nelson

$3.67B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

111 West Houston Street, San Antonio, TX 78205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-26

Branch Locations

111 West Houston Street, San Antonio, TX 78205 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
First Command Advisory Services	Fort Worth	TX	12/2015	02/2018
Frost Brokerage Services	Fort Worth	TX	02/2018	Present
Frost Bank	Fort Worth	TX	02/2018	Present
Frost Investment Services	Fort Worth	TX	02/2018	Present
First Command Financial	Fort Worth	TX	04/2014	02/2018

2018-03-09 → 2021-12-31

Frost Investment Services

Fort Worth, TX
2015-12-15 → 2018-03-01

First Command Advisory Services

Fort Worth, TX
2013-01-18 → 2015-12-15

First Command Brokerage Services, Inc.

Fort Worth, TX

Fort Worth, TX
2011-05-04 → 2012-06-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
2011-01-03 → 2011-03-25

Wells Fargo Clearing Services, Llc

Fort Worth, TX
2005-10-12 → 2011-01-03

Wells Fargo Investments, Llc

Fort Worth, TX

Fort Worth, TX
2001-02-28 → 2005-02-03

Wells Fargo Investments, Llc

Fort Worth, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-09-29
S63	Uniform Securities Agent State Law Examination	1995-06-26

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