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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-07-02 |
Branch Locations
Rineyville, KY • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 01/2024 | 06/2024 |
| United States Army | Fort Knox | KY | 01/2021 | 06/2024 |
| United States Army | Hopewell | VA | 03/2018 | 01/2021 |
| United States Army | Junction City | KS | 05/2013 | 03/2018 |
| First Command Brokerage Services | Fort Worth | TX | 06/2024 | Present |
| First Command Advisory Services | Fort Worth | TX | 06/2024 | Present |
| First Command Insurance Services | Fort Worth | TX | 06/2024 | Present |
Name of the other business: C.L. York and Sons Home Solutions LLC Whether the business is investment-related: Yes Address of the other business: 1003 N WILSON RD, Radcliff, KY 40160 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Mar 15, 2025 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: Providing Sound Financial Advisory Services under the First Command name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-05 |
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