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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 2025-09-08
  • TX RA
    APPROVED
    Since 2025-09-08

Branch Locations

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

Coppell, 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
Avantax Investment Services, Inc. Dallas TX 03/1999 04/2021
Cetera Financial Specialists Llc Schaumburg IL 04/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 04/2021 Present
Farpointe Wealth Partners, Dba For Financial Services Southlake TX 04/2021 11/2022
: Farpointe Financial Services, Llc Southlake TX 11/2022 Present
Farpointe Wealth Advisors ; Southlake TX 03/2023 Present
First Command Fin Serv Fort Worth TX 08/2025 Present
  • 03/1999 → 04/2021
    Avantax Investment Services, Inc.
    Dallas, TX
  • 04/2021 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 04/2021 → Present
    Schaumburg, IL
  • 04/2021 → 11/2022
    Farpointe Wealth Partners, Dba For Financial Services
    Southlake, TX
  • 11/2022 → Present
    : Farpointe Financial Services, Llc
    Southlake, TX
  • 03/2023 → Present
    Farpointe Wealth Advisors ;
    Southlake, TX
  • 08/2025 → Present
    First Command Fin Serv
    Fort Worth, TX
Previous Registrations
  • 2021-04-21 → 2025-08-04
    Southlake, TX
    Southlake, TX
  • 2000-01-01 → 2021-04-09
    Avantax Advisory Services
    Irving , TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-22
S63 Uniform Securities Agent State Law Examination 1999-05-17
  • S65 Uniform Investment Adviser Law Examination
    1999-11-22
  • S63 Uniform Securities Agent State Law Examination
    1999-05-17
Other Names
  • Stephanie George
  • Stephanie Mosbarger
  • Stephanie Dawn Mosbarger
  • Stephanie Dawn Schuller

View on SEC IAPD

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