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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-14 |
Branch Locations
Clarksville, TN • United States
25 Jefferson St Suite 300, Clarksville, TN 37040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Springfield | TN | 10/2022 | 04/2025 |
| U.S. Bancorp Investments, Inc. | Springfield | TN | 10/2022 | 04/2025 |
| Bank Of America | Fort Myers | FL | 11/2014 | 10/2018 |
| U.S. Bank | Ashland City | TN | 11/2018 | 10/2022 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 06/2025 | 07/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 07/2025 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2025 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2025 | Present |
Name of the other business: Estate of Virgil Winchel Whether the business is investment-related: No Address of the other business: Unknown Nature of the other business: Trustee/Executor/POA Your position, title, or relationship with the other business: Executor The start date of your relationship: Oct 01, 2026 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: 6 to 10 Briefly describe your duties relating to the other business: I have been asked to serve as the executor of my grandfather's estate. The capacity would be to facilitate the sale of undeveloped land and distribute the proceeds to the remaining heirs or their dependents of Virgil Wichel. He passed away in 1998 and there remains roughly 7 acres of land.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-04 |
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