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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2024-06-21 |
Branch Locations
1300 Oliver Rd Suite 270, Fairfield, CA 94534 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 | 10/2023 | 06/2024 |
| Family First Life | Wichita Falls | TX | 06/2023 | 10/2023 |
| Walmart | Fort Collins | CO | 09/2021 | 06/2023 |
| Advenire Wealth | Colorado Springs | CO | 06/2022 | 08/2022 |
| Colorado Springs Baseball | Colorado Springs | CO | 05/2021 | 08/2021 |
| Doordash | Colorado Springs | CO | 03/2020 | 12/2020 |
| Middle School And High School | Springfield | VA | 01/2014 | 05/2019 |
| College: Colorado State University | Fort Collins | CO | 05/2019 | 05/2023 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 06/2024 | Present |
| First Command Advisory Services, Inc | Fort Worth | TX | 06/2024 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 06/2024 | Present |
| Friberg Cooper Volunteer Fire Department | Wichita Falls | TX | 02/2024 | Present |
(1) Name of the other business: Friberg Cooper Volunteer Fire Department ; Whether the business is investment-related: No ; Address of the other business: 285 Bailey Rd, Wichita Falls, TX, 76306 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Firefighter ; The start date of your relationship: Feb 28, 2024 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Answering calls to assist in fighting fires or emergencies at my own discretion. Attending weekly meetings (2) Name of the other business: Sheppard Spouses Club ; Whether the business is investment-related: No ; Address of the other business: 114 Community Circle Dr Bldg 125, Sheppard AFB, TX 76311 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Charitable Treasurer ; The start date of your relationship: Jun 01, 2024 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Looking over and creating a budget. Writing checks for grants given and scholarships awarded. Looks over bank account and financials to ensure accuracy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-11 |
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