Kendall Ann Matthews

Current Employers

Employment History

• 04/2013 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 04/2013 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX

Other Businesses

(1)Name of the other business: Delta Sigma Pi Business Fraternity ; Whether the business is investment-related: No ; Address of the other business: n/a ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 12/7/2021 ; 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: None ; Briefly describe your duties relating to the other business: Collect Dues, make community donations, pay for business events (2)Name of the other business: Squared Away Planning LLC ; Whether the business is investment-related: Yes ; Address of the other business: 4406A Forest Drive, Suite 3 Columbia, SC 29206 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 11/13/2017 ; The approximate number of hours/month you devote to the other business: 12:00:00 AM ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: LLC was set up to run my advisor practice through as an independent contractor to limit potential personal liability and run all income and expenses related to this position through. (3)Name of the other business: KAMatthews Realty LLC ; Whether the business is investment-related: No ; Address of the other business: 155 Top Forest Drive, Columbia SC 29209 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 9/22/2022 ; 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: None ; Briefly describe your duties relating to the other business: Manage my house as an Airbnb property

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-21
• S63 Uniform Securities Agent State Law Examination
  2013-02-02