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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-02-20
  • GA RA
    APPROVED
    Since 2023-02-20

Branch Locations

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

3015 Allen Drive, Evans, GA 30809 • United States

Grovetown, GA • 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
First Command Financial Planning, Inc. Fort Worth TX 08/2016 07/2017
First Command Financial Planning, Inc. Fort Worth TX 07/2017 05/2021
First Command Advisory Services, Inc. Fort Worth TX 07/2017 05/2021
First Command Insurance Services, Inc. Fort Worth TX 07/2017 05/2021
Aston Carter Inc. Augusta GA 08/2022 11/2022
Unemployed Grovetown GA 06/2021 08/2022
Unemployed Grovetown GA 12/2022 01/2023
First Command Brokerage Services Fort Worth TX 01/2023 Present
First Command Advisory Services Fort Worth TX 01/2023 Present
First Command Insurance Services Fort Worth TX 01/2023 Present
  • 08/2016 → 07/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 07/2017 → 05/2021
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 07/2017 → 05/2021
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 07/2017 → 05/2021
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 08/2022 → 11/2022
    Aston Carter Inc.
    Augusta, GA
  • 06/2021 → 08/2022
    Unemployed
    Grovetown, GA
  • 12/2022 → 01/2023
    Unemployed
    Grovetown, GA
  • 01/2023 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 01/2023 → Present
    Fort Worth, TX
  • 01/2023 → Present
    First Command Insurance Services
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-03
  • S66 Uniform Combined State Law Examination
    2017-04-03
Other Names
  • Sherleen Marcella Benita Udasco

View on SEC IAPD

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