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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-02 |
| IL | RA | APPROVED | 2025-09-30 |
Branch Locations
1900 Spring Rd Ste 508, Oak Brook, IL 60523 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Lincolnshire, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angus Chemical Company | Buffalo Grove | IL | 02/2015 | 02/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 12/2016 | 04/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2017 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2017 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2017 | Present |
| Mvb Financial Services, Llc | Lincolnshire | IL | 01/2021 | Present |
| West Point Society Of Chicago | Lincolnshire | IL | 04/2017 | Present |
| Gerson Lehrman Group | New York | NY | 03/2017 | Present |
(1) Name of the other business: MVB Financial Services, LLC Whether the business is investment-related: No Address of the other business: 2 Sommerset Ln Lincolnshire, IL 60069-3434 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Business Owner The start date of your relationship: Jan 01, 2021 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: over 40 Briefly describe your duties relating to the other business: Business entity used for my First Command role. (2) Name of the other business: West Point Society of Chicago Whether the business is investment-related: No Address of the other business: 2 Sommerset Ln Lincolnshire IL 60069-3434 Nature of the other business: Board Membership Your position, title, or relationship with the other business: President and Board Member The start date of your relationship: Apr 01, 2017 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: None Briefly describe your duties relating to the other business: President of the non-profit organization supporting the United States Military Academy, West Point Admissions, and alumni/former cadets. (3) Name of the other business: Gerson Lehrman Group Whether the business is investment-related: No Address of the other business: 60 East 42nd Street, 3rd Floor, New York, NY 10165 Nature of the other business: Other OBA Your position, title, or relationship with the other business: group member The start date of your relationship: Mar 01, 2017 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: I am contacted to provide consulting services to chemicals/manufacturing companies regarding my previous work experience.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-15 |
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