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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-25 |
| CA | RA | APPROVED | 2019-06-25 |
Branch Locations
2650 Camino Del Rio N Suite 210, San Diego, CA 92108 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Temecula | CA | 07/2018 | 06/2019 |
| Primerica Financial Services | Temecula | CA | 07/2012 | 06/2019 |
| Toshiba Business Solutions | San Diego | CA | 05/2011 | 07/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2019 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2019 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2019 | Present |
(1) Name of the other business: Rental Property ; Whether the business is investment-related: No ; Address of the other business: 228 W. 15th St National City CA 91950 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Property Owner ; The start date of your relationship: 9/1/2017 ; 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: Collect rent, maintain the property. The property is my primary residence, and I rent "granny flats located within my property. Thus, I maintain the property since I live in it. (2) Name of the other business: Ruben Camacho & Maria Ceballos Whether the business is investment-related: No Address of the other business: 306 Averil Rd, San Ysidro, CA 92173 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Co-Owner The start date of your relationship: Jul 01, 2024 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: Maintaining Property, collecting rent, find tenants, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-18 |
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