Best Investors Account Sign in
Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-09
NV RA APPROVED 2021-10-11
CA RA APPROVED 2020-11-09
  • TX RA
    APPROVED_RES
    Since 2022-09-09
  • NV RA
    APPROVED
    Since 2021-10-11
  • CA RA
    APPROVED
    Since 2020-11-09

Branch Locations

1300 Oliver Rd Suite 270, Fairfield, CA 94534 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Marine Corps Quantico VA 06/2010 06/2017
First Command Financial Ft. Worth TX 03/2017 10/2021
First Command Advisory Services Fort Worth TX 10/2021 Present
First Command Financial Planning, Inc Fort Worth TX 10/2021 Present
First Command Insurance Services, Inc Fort Worth TX 10/2021 Present
  • 06/2010 → 06/2017
    U.S. Marine Corps
    Quantico, VA
  • 03/2017 → 10/2021
    First Command Financial
    Ft. Worth, TX
  • 10/2021 → Present
    Fort Worth, TX
  • 10/2021 → Present
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 10/2021 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
Other Businesses

Name of the other business: 8412 Financial Services LLC Whether the business is investment-related: Yes Address of the other business: 1541 Base Ct., Dixon, CA, 95620 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 28, 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: I am the sole owner of the OBA. I opened the LLC at the suggestion of my CPA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-05
  • S66 Uniform Combined State Law Examination
    2020-11-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairfield, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor