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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-08-08 |
Branch Locations
400 S Jefferson Street Suite 333, Spokane, WA 99204 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Christian School | Spokane Valley | WA | 06/2014 | 12/2016 |
| Thrivent Investment Management Inc | Spokane | WA | 12/2016 | 06/2023 |
| Thrivent Financial | Appleton | WI | 01/2017 | 05/2017 |
| Thrivent Financial | Appleton | WI | 05/2017 | 06/2023 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 07/2023 | Present |
| First Command Advisory Services , Inc | Fort Worth | TX | 07/2023 | Present |
| First Command Insurance Services , Inc | Fort Worth | TX | 07/2023 | Present |
Name of the other business: Soarin' Glory ; Whether the business is investment-related: No ; Address of the other business: 3704 E Thrush Ln Mead WA 99021 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: President of small nonprofit ; The start date of your relationship: 6/1/2020 ; 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: We install solar-lit flagpole kits for military families at no cost. I order the kits and help install them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-03 |
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