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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-24 |
Branch Locations
1716 Charleston Dr, Papillion, NE 68133 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 05/2017 | 02/2019 |
| Securian Financial Services Inc | St. Paul | MN | 05/2017 | 02/2019 |
| Heritage Financial Services | Omaha | NE | 05/2017 | 02/2019 |
| Massmutual | Omaha | NE | 12/2015 | 05/2017 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 02/2019 | 02/2024 |
| Mutual Of Omaha Investor Services | Omaha | NE | 02/2019 | 02/2024 |
| First Investments & Planning | Omaha | NE | 02/2024 | 03/2025 |
| Raymond James Financial Services, Inc. | Omaha | NE | 02/2024 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 02/2024 | 03/2025 |
| Fnbo | Omaha | NE | 02/2024 | 03/2025 |
| Ameriprise Financial Services, Llc | Omaha | NE | 03/2025 | 06/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 07/2025 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2025 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2025 | Present |
Name of the other business: Real Estate Ownership Whether the business is investment-related: No Address of the other business: Omaha, NE Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner The start date of your relationship: Jul 05, 2023 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: Single family rental home
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-26 |
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