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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-07 |
| NE | RA | APPROVED | 2024-05-09 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Papillion, NE • United States
1716 Charleston Drive, Papillion, NE 68133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army | Joint Base Lewis Mcchord | WA | 05/2010 | 03/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2016 | 01/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2017 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2017 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2017 | Present |
Name of the other business: Live Free Financial Planning, LLC Whether the business is investment-related: Yes Address of the other business: 1716 Charleston Dr, Papillion, NE, 68133 Nature of the other business: Financial Your position, title, or relationship with the other business: Treasurer The start date of your relationship: May 16, 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: 50% owner of pass-through entity used for First Command advisor business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-23 |
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