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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2018-10-24
TX RA APPROVED 2015-12-15
  • KY RA
    APPROVED
    Since 2018-10-24
  • TX RA
    APPROVED
    Since 2015-12-15

Branch Locations

1003 N Wilson Road Suite B, Radcliff, KY 40160 • United States

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

Elizabethtown, KY • 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 Brokerage Services Fort Worth TX 05/2013 Present
United States Army Joint Base Lewis-Mcchord WA 04/2012 01/2020
First Command Advisory Services Fort Worth TX 12/2015 Present
First Command Insurance Agency Fort Worth TX 05/2013 Present
  • 05/2013 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 04/2012 → 01/2020
    United States Army
    Joint Base Lewis-Mcchord, WA
  • 12/2015 → Present
    Fort Worth, TX
  • 05/2013 → Present
    First Command Insurance Agency
    Fort Worth, TX
Other Businesses

(1)Name of the other business: Big Blue Financial Services, LLC Whether the business is investment-related: No Address of the other business: 1003 N. Wilson Road, Ste B, Radcliff, KY 40160 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: Jun 01, 2018 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: My business pass through entity for tax purposes. (2)Name of the other business: Fort Knox Spouses and Community Club ; Whether the business is investment-related: No ; Address of the other business: PO Box 177 Fort Knox, KY 40121 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 5/2/2022 ; 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: Books and Records for scholarships and grants throughout the community.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-15
S63 Uniform Securities Agent State Law Examination 2013-08-01
  • S65 Uniform Investment Adviser Law Examination
    2014-09-15
  • S63 Uniform Securities Agent State Law Examination
    2013-08-01

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