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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-04-10
  • NC RA
    APPROVED
    Since 2018-04-10

Branch Locations

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

181 Mittie Haddock Drive, Cameron, NC 28326 • United States

Sanford, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Army Sumter SC 08/2014 12/2017
First Command Financial Planning, Inc. Fort Worth TX 06/2017 04/2018
First Command Financial Planning, Inc. Fort Worth TX 04/2018 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2018 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2018 Present
Harnett Co Dept Of Elections Lillington NC 09/2024 Present
  • 08/2014 → 12/2017
    Us Army
    Sumter, SC
  • 06/2017 → 04/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2018 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2018 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2018 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 09/2024 → Present
    Harnett Co Dept Of Elections
    Lillington, NC
Other Businesses

Name of the other business: Harnett Co Dept of Elections Whether the business is investment-related: No Address of the other business: 308 W Duncan St., Lillington, NC 27546 Nature of the other business: Employment Your position, title, or relationship with the other business: Election Poll Worker The start date of your relationship: Sep 23, 2024 The approximate number of hours/month you devote to the other business: 11 to 20 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: Assist Dept. of Elections in running voting sites and assist voters with casting ballots in the 2024 elections.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-02
  • S66 Uniform Combined State Law Examination
    2018-04-02

View on SEC IAPD

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