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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-03 |
| MD | RA | APPROVED | 2015-12-15 |
Branch Locations
22289 Exploration Drive Suite 110, Lexington Park, MD 20653 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 | 03/2014 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: AARP Tax-Aide Foundation Whether the business is investment-related: No Address of the other business: 601 E St. NW, Washington DC 20049 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Volunteer as an AARP Tax Aide The start date of your relationship: Jan 05, 2026 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: I volunteer in assisting Senior Citizens and low income families with their Federal and MD State taxes as a Certified Volunteer with AARP Tax Aide Foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-08 |
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