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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-25 |
| NC | RA | APPROVED | 2022-05-31 |
| TX | RA | APPROVED | 2020-08-26 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
233 12Th Street, Columbus, GA 31901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 03/2017 |
| United States Army (Government Civilian) | Crystal City | VA | 08/2015 | 12/2016 |
| United States Army Reserve (Reserve Soldier) | Huntsville | AL | 04/2008 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2018 | 01/2019 |
| Us Air Force (Government Civilian) | Colorado Springs | CO | 08/2018 | 01/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TN | 01/2019 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2016 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2019 | Present |
(1) Name of the other business: United States Army ; Whether the business is investment-related: No ; Address of the other business: 10949Aerospace Ave Houston TX 77034 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Brigade Commander / Acquisition Manager ; The start date of your relationship: 10/3/1991 ; 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: 11 to 20 ; Briefly describe your duties relating to the other business: Brigade Commander; 75th Innovation Support Group, US Army Reserve. Oversee 145 Soldiers and aquisition processess for the Department of the Army. (2) Name of the other business: Lawfield Enterprises LLC ; Whether the business is investment-related: Yes ; Address of the other business: 644 1st Ave, Columbus, GA 31901 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: CEO ; The start date of your relationship: Dec 18, 2020 ; 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: Lawfield Enterprises was created as a business entity specifically for First Command Advisor business to include payroll for myself and employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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