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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-25 |
| CA | RA | APPROVED | 2024-04-22 |
Branch Locations
4167 Avenida De La Plata Suite 102, Oceanside, CA 92056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2024 | 04/2024 |
| United States Marine Corps | Camp Pendleton | CA | 06/2004 | Present |
| First Command Brokerage Services, Inc | Fort Worth | TX | 04/2024 | Present |
| First Command Advisory Services , Inc. | Fort Worth | TX | 04/2024 | Present |
| First Command Insurance Services , Inc | Fort Worth | TX | 04/2024 | Present |
(1) Name of the other business: Crumbl Cookie Franchise Owner ; Whether the business is investment-related: No ; Address of the other business: 31867 Rancho California Rd Ste E-300, Temecula, CA 92591 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Partner ; The start date of your relationship: Sep 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: I am a passive partner, contributing capital to the business and sharing in the profits without participating in daily operations. My responsibilities include providing financial investment, sharing liability, reviewing business performance, and potentially offering input on major decisions. I am not engaged in the management but will ensure the business adheres to legal and ethical standards. (2) Name of the other business: LAM Property Group LLC Whether the business is investment-related: No Address of the other business: 1133 Pine Street, Port Huron, MI 48060 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Chief Financial Officer The start date of your relationship: Aug 01, 2025 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: Update partners on quarterly financial status. 33% partner of LAM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-07 |
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