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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-15
  • TX RA
    APPROVED
    Since 2020-05-15

Branch Locations

Coppell, TX • United States

5057 Keller Springs Road Suite 110, Addison, TX 75001 • 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 Financial Planning, Inc. Fort Worth TX 11/2013 Present
First Command Insurance Services, Inc. Fort Worth TX 11/2013 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
Dennis B. White Financial Planning, Llc Addison TX 04/2023 Present
  • 11/2013 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2013 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
  • 04/2023 → Present
    Dennis B. White Financial Planning, Llc
    Addison, TX
Other Businesses

Name of the other business: Dennis B. White Financial Planning, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 5057 Keller Springs Road, Suite 110 Addison, TX 75001 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 4/1/2023 ; 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: Independent District Advisor doing business as First Command Financial Services, Inc per signed DA agreement. All activities and operations as aligned and in compliance with First Command policies and directives.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-20
S63 Uniform Securities Agent State Law Examination 2013-08-12
  • S65 Uniform Investment Adviser Law Examination
    2013-09-20
  • S63 Uniform Securities Agent State Law Examination
    2013-08-12

View on SEC IAPD

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