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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
200 Camino Aguajito #201, Monterey, CA 93940 • 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 Brokerage Services | Fort Worth | TX | 06/2022 | 11/2022 |
| United States Air Force | Washington Dc | XX | 05/2018 | 08/2022 |
| United States Soccer Federation | Beavercreek | OH | 02/2021 | 11/2025 |
| Embry-Riddle Aeronautical University | Prescott | AZ | 08/2013 | 05/2018 |
| First Command Brokerage Services | Fort Worth | TX | 11/2022 | Present |
| First Command Advisory Services | Fort Worth | TX | 11/2022 | Present |
| First Command Insurance Services | Fort Worth | TX | 11/2022 | Present |
| Grade First Potential | Dublin | OH | 12/2022 | Present |
Name of the other business: Grade First Potential ; Whether the business is investment-related: No ; Address of the other business: Grade Potential Tutoring 211 Bradenton Ave Dublin, OH ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Tutor ; The start date of your relationship: 12/5/2022 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Independent contractor; tutor children from elementary through high school in a variety of subjects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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