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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
13601 Office Place Suite 101, Woodbridge, VA 22192 • 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 | 04/2024 | 11/2024 |
| Colorado Springs Christian Schools | Colorado Springs | CO | 11/2015 | Present |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 11/2024 | Present |
| First Command Advisory Services , Inc. | Fort Worth | TX | 11/2024 | Present |
| First Command Insurance Services , Inc. | Fort Worth | TX | 11/2024 | Present |
(1) Name of the other business: Pikes Peak Region Law Enforcement Family Support Group Whether the business is investment-related: No Address of the other business: 516 N Tejon St, Colorado Springs, CO 80903 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Secretary/Treasurer The start date of your relationship: Dec 10, 2015 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: Serve as Board Member, Secretary and Treasurer for 501(c)3 Organization in support of Pikes Peak Region Law Enforcement Families. I am a co-signature authority on our bank account through ENT Credit Union, along with the president of the organization. This organization provides support to officers through morale boosting efforts, fund raisers for officers or family members in need, seminars for law enforcement related topics and community outreach. (2) Name of the other business: Boy Scouts of America Troop 0062 Whether the business is investment-related: No Address of the other business: Pathway to the Rockies 060, 4775 Centennial Blvd. Ste #107, Colorado Springs, CO 80919 Nature of the other business: Financial Your position, title, or relationship with the other business: Secondary Treasurer The start date of your relationship: Dec 02, 2024 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: Assist Primary Treasurer with collecting payments for Scout Events from Scouts and their families as well as issuing reimbursements for Scout activities and events. Responsibilities will include making deposits to the troop bank account and writing checks for events such as Campouts to the respective sites. Troop 0062 is a part of the Pathway to the Rockies 060 Counsel.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-11 |
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