Joshua James Lamotte

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → 08/2021
  Us Army
  Fort Hood, TX
• 11/2021 → 02/2022
  Belton Independent School District
  Belton, TX
• 01/2021 → 02/2022
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 02/2022 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 02/2022 → Present
  First Command Advisory Services, Inc
  Fort Worth, TX
• 02/2022 → Present
  First Command Insurance Services, Inc
  Fort Worth, TX
• 03/2023 → 08/2023
  Ot Training Solutions, Llc
  Debary, FL
• 07/2023 → Present
  Horizon Strategies
  Winston Salem, NC
• 11/2023 → Present
  Topsarge Business Solutions, Llc
  Temple, TX

Other Businesses

(1) Name of the other business: First Baptist Church of Belton ; Whether the business is investment-related: No ; Address of the other business: 506 N Main St, Belton, TX 76513 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Deacon ; The start date of your relationship: 1/8/2023 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; 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: Oversee Men's Ministry in the Church, and support and serve the body of First Baptist Church of Belton. (2) Name of the other business: Horizon Strategies ; Whether the business is investment-related: No ; Address of the other business: 301 N Main St Ste 2105, Winston Salem, North Carolina, 27101 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Exercise Sustainment Planner ; The start date of your relationship: 7/17/2023 ; The approximate number of hours/month you devote to the other business: 21 to 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: Government contract work. Work 100% remote, and provide operations orders and products for the client. There are potential people that I work with and who we support people that are currently clients and those that would be in market to become First Command clients. (3) Name of the other business: TOPSARGE BUSINESS SOLUTIONS, LLC ; Whether the business is investment-related: No ; Address of the other business: Consulting - remote work. Contractor will perform professional services as requested and authorized by TBS. Contractor shall not be required to provide services in any particular order or sequence, nor will be required to perform services during any par ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Independent Contractor ; The start date of your relationship: 11/22/2023 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; 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: SUBJECT MATTER EXPERT WORK PLAN Summary: Each Subject Matter Expert is responsible for providing expert support, analysis and research into exceptionally complex problems processes relating to the 3-Phase Soldier Life Cycle. Essential Duties and Responsibilities: Provide expert analysis, assistance, and research support to complex Army problems and processes relating to officer leader development for the future force. (4) Name of the other business: 13 COSCOM Association Whether the business is investment-related: No Address of the other business: PO Box 5490, Fort Cavazos, TX 76544 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Vice President The start date of your relationship: Sep 19, 2024 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: The nature of the business is organize monthly meetings, attend monthly meetings, and supported functions of the 13 ACSC on Fort Cavazos. Majority of time spent will be planning and organizing, and running social media site for the organization. The organization is a non profit that does raise money for scholarships.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-06

Other Names

• Josh Lamotte