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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-23
  • TX RA
    APPROVED
    Since 2024-01-23

Branch Locations

5057 Keller Springs Rd Suite 110, Addison, TX 75001 • United States

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

Rockwall, TX • 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 07/2023 01/2024
United States Marine Corps Fort Sill OK 08/2002 12/2023
Marco Properties Llc Jacksonville NC 01/2017 Present
First Command Brokerage Services, Inc Fort Worth TX 01/2024 Present
First Command Advisory Services, Inc Fort Worth TX 01/2024 Present
First Command Insurance Services, Inc Fort Worth TX 01/2024 Present
  • 07/2023 → 01/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 08/2002 → 12/2023
    United States Marine Corps
    Fort Sill, OK
  • 01/2017 → Present
    Marco Properties Llc
    Jacksonville, NC
  • 01/2024 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 01/2024 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 01/2024 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
Other Businesses

Name of the other business: Marco Properties LLC ; Whether the business is investment-related: No ; Address of the other business: 300 Western Blvd Suite 100 Jacksonville, NC 28546 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Co-owner ; The start date of your relationship: 1/3/2017 ; 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: 1 to 5 ; Briefly describe your duties relating to the other business: I own 50 percent of the LLC and along with the other co-owner we decide what real estate properties to invest in in eastern North Carolina.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-22
  • S66 Uniform Combined State Law Examination
    2023-12-22

View on SEC IAPD

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