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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-13 |
Branch Locations
5285 Shawnee Rd Suite 305, Alexandria, VA 22312 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Springfield, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Systems Planning And Analysis | Alexandria | VA | 06/2016 | Present |
| United States Air Force | Washington D.C. | DC | 06/1995 | 09/2016 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2024 | 06/2024 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 06/2024 | Present |
| First Command Advisory Services , Inc | Fort Worth | TX | 06/2024 | Present |
| First Command Insurance Services , Inc. | Fort Worth | TX | 06/2024 | Present |
(1) Name of the other business: Systems Planning and Analysis (SPA), Inc. ; Whether the business is investment-related: No ; Address of the other business: 2001 N Beauregard St, Alexandria, VA 22311 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Program Analyst / Director Treaty Implementation Support ; The start date of your relationship: 6/10/2016 ; 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: None ; Briefly describe your duties relating to the other business: Provide Subject Matter Expertise on a variety of national security, strategic arms control, and nuclear deterrence issues to U.S. Navy Strategic Systems Programs. (2) Name of the other business: Warrior Wealth Partners LLC Whether the business is investment-related: No Address of the other business: 5285 Shawnee Rd, Suite 305, Alexandria VA 22312 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Member The start date of your relationship: Sep 17, 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: None Briefly describe your duties relating to the other business: Manage LLC as sole member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-22 |
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