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Annette Medley

First Command Advisory Services

Universal City, TX

Fort Worth, TX

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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 2026-01-13
  • TX RA
    APPROVED
    Since 2026-01-13

Branch Locations

2101 Pat Booker Rd Ste 108, Universal City, TX 78148 • 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 12/2024 01/2026
Annette Medley C.C.HT. Life Coach Schertz TX 10/2024 Present
New York Life San Antonio TX 10/2023 09/2024
Massmutual San Antonio TX 09/2017 09/2023
Banker's Life And Casualty San Antonio TX 09/2013 09/2017
First Command Brokerage Services, Inc. Fort Worth TX 01/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2026 Present
  • 12/2024 → 01/2026
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 10/2024 → Present
    Annette Medley C.C.HT. Life Coach
    Schertz, TX
  • 10/2023 → 09/2024
    New York Life
    San Antonio, TX
  • 09/2017 → 09/2023
    Massmutual
    San Antonio, TX
  • 09/2013 → 09/2017
    Banker's Life And Casualty
    San Antonio, TX
  • 01/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Lyft Driver 1099 contractor self-employed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-09
S63 Uniform Securities Agent State Law Examination 2025-08-18
  • S65 Uniform Investment Adviser Law Examination
    2026-01-09
  • S63 Uniform Securities Agent State Law Examination
    2025-08-18

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · UNIVERSAL CITY, TX
EDWARD JONES · UNIVERSAL CITY, TX
PLANMEMBER SECURITIES CORPORATION · UNIVERSAL CITY, TX
EDWARD JONES · Schertz, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · San Antonio, TX
J.P. MORGAN SECURITIES LLC · SAN ANTONIO, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · San Antonio, TX
EDWARD JONES · GARDEN RIDGE, TX

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