Best Investors Account Sign in
Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-14
VA RA APPROVED 2019-08-29
  • TX RA
    APPROVED_RES
    Since 2022-09-14
  • VA RA
    APPROVED
    Since 2019-08-29

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

11827 Canon Blvd Suite 100, Newport News, VA 23606 • United States

Lanexa, VA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Insurance Services, Inc. Fort Worth TX 08/2013 02/2019
First Command Financial Planning, Inc. Fort Worth TX 08/2013 02/2019
First Command Advisory Services Fort Worth TX 12/2015 02/2019
First Command Fort Worth TX 03/2019 08/2019
First Command Advisory Services Fort Worth TX 08/2019 Present
First Command Financial Planning, Inc. Fort Worth TX 08/2019 Present
First Command Insurance Services, Inc. Fort Worth TX 08/2019 Present
  • 08/2013 → 02/2019
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 08/2013 → 02/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 12/2015 → 02/2019
    Fort Worth, TX
  • 03/2019 → 08/2019
    First Command
    Fort Worth, TX
  • 08/2019 → Present
    Fort Worth, TX
  • 08/2019 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 08/2019 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Previous Registrations
  • 2015-12-15 → 2019-02-07
    Fort Worth, TX
  • 2013-07-03 → 2015-12-15
    First Command Brokerage Services, Inc.
    Radcliff, KY
    Colonial Heights, VA
    Camp Springs, MD
Other Businesses

Name of the other business: US Army Reserves ; Whether the business is investment-related: No ; Address of the other business: Norfolk State University ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Professor of Military Science ; The start date of your relationship: 06/01/2013 ; The approximate number of hours/month you devote to the other business: 21 to 40 ; 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: Teaching, training and developing future Soldiers enrolled in ROTC at Norfolk State University.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-16
S63 Uniform Securities Agent State Law Examination 2013-04-23
  • S65 Uniform Investment Adviser Law Examination
    2013-05-16
  • S63 Uniform Securities Agent State Law Examination
    2013-04-23

View on SEC IAPD

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor