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Heatherann Sally Bozeman

First Command Advisory Services

Fort Worth, TX

Pensacola, FL

Pensacola, FL

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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-26
  • FL RA
    APPROVED
    Since 2024-01-26

Branch Locations

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

180 North Palafox St, Pensacola, FL 32502 • United States

Pensacola, FL • 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 10/2023 01/2024
Escambia County School District Pensacola FL 08/2013 10/2023
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
  • 10/2023 → 01/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 08/2013 → 10/2023
    Escambia County School District
    Pensacola, FL
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2023-12-07
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2023-12-07

View on SEC IAPD

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