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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED | 2022-08-22 |
Branch Locations
6300 Ridglea Place, Fort Worth, TX 76116 • United States
Aledo, TX • 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 | 04/2007 | 04/2022 |
| First Command Financial Services, Inc. | Fort Worth | TX | 04/2007 | 04/2022 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 04/2022 |
| Unemployed | Aledo | TX | 05/2022 | 08/2022 |
| Thrivent Investment Management Inc | Fort Worth | TX | 08/2022 | Present |
| Thrivent Financial | Appleton | WI | 08/2022 | Present |
CLAIRE VISTA HOA BOARD POSITION: Board Member NATURE: I'm a board member in my HOA for my neighborhood of 84 houses. I'm one of three board members, we don't have titles. We use a third party to handle all funds/finances/fines. We essentially just make decisions when it comes to improvements or actions to be taken on behalf of the community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 247 Bearclaw Circle, Aledo TX 76008, United States DESCRIPTION: see above
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-10 |
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