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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-11-19 |
| TX | RA | APPROVED_RES | 2022-09-12 |
| FL | RA | APPROVED | 2019-04-16 |
Branch Locations
605 E Robinson St Suite 510, Orlando, FL 32801 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Winter Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2010 | Present |
| First Command Financial Services, Inc. | Fort Worth | TX | 08/2010 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: William C Wilson & Associates, LLC Whether the business is investment-related: Yes Address of the other business: 605 E Robinson Street, ste 510, Orlando, FL, 32801 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2019 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: This is how my business is setup for all activities as a DBA First Command independent contractor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-15 |
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