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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 2024-09-06
  • TX RA
    APPROVED
    Since 2024-09-06

Branch Locations

7719 Wood Hollow Drive Suite 260, Austin, TX 78731 • United States

Georgetown, TX • 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 11/2023 07/2024
Us Army Charleston SC 05/2017 05/2020
Us Coast Guard New London CT 06/2016 06/2017
Us Army Enterprise AL 05/2020 08/2024
First Command Brokerage Services, Inc Fort Worth TX 07/2024 Present
First Command Advisory Services, Inc Fort Worth TX 07/2024 Present
First Command Insurance Services, Inc Fort Worth TX 07/2024 Present
  • 11/2023 → 07/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 05/2017 → 05/2020
    Us Army
    Charleston, SC
  • 06/2016 → 06/2017
    Us Coast Guard
    New London, CT
  • 05/2020 → 08/2024
    Us Army
    Enterprise, AL
  • 07/2024 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2024 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 07/2024 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
Other Businesses

Name of the other business: O.U.R.R.R Worldwide Servant Leadership Academy Whether the business is investment-related: No Address of the other business: The Non profit is in launch phase with no address at the moment. Nature of the other business: Board Membership Your position, title, or relationship with the other business: Board of Trustees The start date of your relationship: Dec 31, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I oversee business development for the Non-Profit. I am unpaid on the board of trustees. The Objective of the Non-Profit is to provide underprivileged children with leadership opportunities and mentorship.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-27
  • S66 Uniform Combined State Law Examination
    2024-04-27

View on SEC IAPD

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