Matthew Paul Rose

Current Employers

Employment History

• 06/2014 → 06/2026
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 06/2014 → 06/2026
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 12/2015 → 06/2026
  First Command Advisory Services
  Fort Worth, TX
• 07/2026 → Present
  Invicta Financial Group
  Yuma, AZ

Previous Registrations

• 2015-12-15 → 2026-06-03
  First Command Advisory Services
  Oceanside, CA
  Fort Worth, TX
  Fort Worth, TX
  Fallbrook, CA
• 2014-03-28 → 2015-12-15
  First Command Brokerage Services, Inc.
  San Diego, CA
  Oceanside, CA
  Fallbrook, CA

Other Businesses

Name of the other business: LAM LLC Whether the business is investment-related: No Address of the other business: 1133 Pine St, Port Huron MI 48060 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: CEO The start date of your relationship: Aug 01, 2025 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: Ownership of the company. LLC used to purchase, sell and rent property

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-28
• S63 Uniform Securities Agent State Law Examination
  2010-05-07

Designations

Other Names

• Matthew Rose