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 2025-05-08
CA RA APPROVED 2024-09-23
  • TX RA
    APPROVED
    Since 2025-05-08
  • CA RA
    APPROVED
    Since 2024-09-23

Branch Locations

4167 Avenida De La Plata 102, Oceanside, CA 92056 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 Brokerage Services, Inc Fort Worth TX 09/2023 09/2024
Acuserve Acupuncture & Integrative Medicine Professional Corp. Encinitas CA 07/2022 12/2023
Go Solar With Kelly, Llc Encinitas CA 01/2022 11/2025
Kota Energy Group Carlsbad CA 06/2021 12/2021
Vivint Solar & Sunrun Inc (Companies Merged) San Diego CA 10/2020 05/2021
Unemployed/ Homemaker/ Student Encinitas CA 10/2013 09/2020
First Command Brokerage Services, Inc. Fort Worth TX 09/2024 Present
First Command Advisory Services , Inc Fort Worth TX 09/2024 Present
First Command Insurance Services , Inc. Fort Worth TX 09/2024 Present
Self Employed - Joanne K. Olson Encinitas CA 11/2025 Present
  • 09/2023 → 09/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2022 → 12/2023
    Acuserve Acupuncture & Integrative Medicine Professional Corp.
    Encinitas, CA
  • 01/2022 → 11/2025
    Go Solar With Kelly, Llc
    Encinitas, CA
  • 06/2021 → 12/2021
    Kota Energy Group
    Carlsbad, CA
  • 10/2020 → 05/2021
    Vivint Solar & Sunrun Inc (Companies Merged)
    San Diego, CA
  • 10/2013 → 09/2020
    Unemployed/ Homemaker/ Student
    Encinitas, CA
  • 09/2024 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 09/2024 → Present
    First Command Advisory Services , Inc
    Fort Worth, TX
  • 09/2024 → Present
    First Command Insurance Services , Inc.
    Fort Worth, TX
  • 11/2025 → Present
    Self Employed - Joanne K. Olson
    Encinitas, CA
Other Businesses

Name of the other business: Joanne K. Olson Whether the business is investment-related: No Address of the other business: Encinitas, CA 92024 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner/Sole The start date of your relationship: Nov 20, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Offer solar products and account management to installation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-09
S63 Uniform Securities Agent State Law Examination 2024-04-15
  • S65 Uniform Investment Adviser Law Examination
    2024-08-09
  • S63 Uniform Securities Agent State Law Examination
    2024-04-15
Other Names
  • Joanne Kelly Hoag

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oceanside, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor