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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-29 |
| VA | RA | APPROVED | 2015-12-15 |
Branch Locations
7960 Donegan Drive Ste 228, Manassas, VA 20109 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Oakton, VA • 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 | 01/2014 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: CGB Financial Whether the business is investment-related: Yes Address of the other business: 7960 Donegan Dr Suite 228, Manassas VA 20109 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 15, 2024 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: Opened CGB Financial in 2024 it is not used for any business activities or in any capacity presently
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-29 |
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