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Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-03-25
NE RA APPROVED 2024-03-21
TX RA APPROVED_RES 2022-08-15
KS RA APPROVED 2019-11-13
  • NV RA
    APPROVED
    Since 2024-03-25
  • NE RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED_RES
    Since 2022-08-15
  • KS RA
    APPROVED
    Since 2019-11-13

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

1716 Charleston Drive, Papillion, NE 68133 • United States

Papillion, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United States Army Fort Lewis 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
  • 05/2010 → 03/2017
    United States Army
    Fort Lewis, WA
  • 07/2016 → 01/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2017 → Present
    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
Other Businesses

Name of the other business: Live Free Financial Planning LLC Whether the business is investment-related: Yes Address of the other business: Papillion, NE Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: Oct 15, 2017 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: Manage pass-through entity for income generated from First Command.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-23
  • S66 Uniform Combined State Law Examination
    2016-12-23
Designations

View on SEC IAPD

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