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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-13 |
Branch Locations
1 Firstcomm Plaza 4200 S Hulen St Ste 513, Fort Worth, TX 76109 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Fort Worth, TX • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cicis Pizza | Arlington | TX | 05/2016 | 12/2017 |
| First Command Financial Planning, Inc. | Ft Worth | TX | 12/2017 | 11/2021 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 04/2022 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 04/2022 | Present |
| First Command Advisor Services, Inc. | Fort Worth | TX | 04/2022 | Present |
| Capestrand Financial Group, Llc | Ft Worth | TX | 11/2021 | 03/2022 |
(1) Name: Project Sanctuary Investment-related: No Address: PO BOX 1563 GRANBY, CO 80446 Nature of the other business: Education/Training Your position: Retreat Manager Start date: 01/01/21 The approximate number of hours/month you devote to the other business: 40 hours per month During securities trading hours: None Description of duties: Help manage 5-7 retreats per year for Project Sanctuary. Set up transportation for the staff and volunteers. (2) Name of the other business: Capestrand Financial LLC Whether the business is investment-related: Yes Address of the other business: FT WORTH, TX Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: CEO The start date of your relationship: Oct 31, 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: 1 to 5 Briefly describe your duties relating to the other business: This is my LLC for being a Financial Advisor with First Command.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2009-11-25 |
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