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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 2025-11-06
CA RA APPROVED 2024-04-22
  • TX RA
    APPROVED
    Since 2025-11-06
  • CA RA
    APPROVED
    Since 2024-04-22

Branch Locations

237 C Street, Lemoore, CA 93245 • 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
Kimberly Lopez Cortez Visalia CA 02/2022 03/2024
Kimberly Lopez Cortez Visalia CA 12/2021 08/2023
Kimberly Lopez Cortez Visalia CA 06/2023 06/2023
Kimberly Lopez Cortez Visalia CA 12/2022 06/2023
Kimberly Lopez Cortez Visalia CA 06/2021 12/2021
University Of California, Davis Davis CA 09/2016 06/2021
Walmart Neighborhood Market Visalia CA 07/2020 09/2020
Mcdonald's Visalia CA 07/2015 09/2016
First Command Brokerage Services, Inc. Fort Worth TX 04/2024 04/2024
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
  • 02/2022 → 03/2024
    Kimberly Lopez Cortez
    Visalia, CA
  • 12/2021 → 08/2023
    Kimberly Lopez Cortez
    Visalia, CA
  • 06/2023 → 06/2023
    Kimberly Lopez Cortez
    Visalia, CA
  • 12/2022 → 06/2023
    Kimberly Lopez Cortez
    Visalia, CA
  • 06/2021 → 12/2021
    Kimberly Lopez Cortez
    Visalia, CA
  • 09/2016 → 06/2021
    University Of California, Davis
    Davis, CA
  • 07/2020 → 09/2020
    Walmart Neighborhood Market
    Visalia, CA
  • 07/2015 → 09/2016
    Mcdonald's
    Visalia, CA
  • 04/2024 → 04/2024
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 04/2024 → 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-22
  • S66 Uniform Combined State Law Examination
    2024-01-22

View on SEC IAPD

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