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Ross Edward Mortensen

Gds Wealth Management

Flower Mound, TX

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Current Employers
Gds Wealth Management

2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-29
  • TX RA
    APPROVED
    Since 2023-09-29

Branch Locations

2910 Lakeside Village Blvd, Flower Mound, TX 75022 • 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
First Command Financial Planning, Inc. Fort Worth TX 01/2018 08/2018
Falcon School District 49 Colorado Springs CO 07/2016 05/2018
First Command Financial Planning, Inc. Fort Worth TX 08/2018 09/2022
First Command Advisory Services, Inc. Fort Worth TX 08/2018 09/2022
First Command Insurance Services, Inc. Fort Worth TX 08/2018 09/2022
Fisher Investments Plano TX 09/2022 09/2023
Gds Wealth Management Flower Mound TX 09/2023 Present
  • 01/2018 → 08/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 07/2016 → 05/2018
    Falcon School District 49
    Colorado Springs, CO
  • 08/2018 → 09/2022
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 08/2018 → 09/2022
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 08/2018 → 09/2022
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 09/2022 → 09/2023
    Plano, TX
  • 09/2023 → Present
    Flower Mound, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-07
  • S66 Uniform Combined State Law Examination
    2018-08-07

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