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Robert Lee Williamson

First Command Advisory Services

Fort Worth, TX

Fort Worth, TX

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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 2019-07-08
  • TX RA
    APPROVED
    Since 2019-07-08

Branch Locations

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

Fort Worth, 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
H.D. Vest Investment Securities, Inc. Irving TX 08/1998 06/2019
Hd Vest Advisory Services Irving TX 07/2015 06/2019
First Command Financial Services, Inc Fort Worth TX 07/2019 Present
  • 08/1998 → 06/2019
    H.D. Vest Investment Securities, Inc.
    Irving, TX
  • 07/2015 → 06/2019
    Hd Vest Advisory Services
    Irving, TX
  • 07/2019 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
Previous Registrations
  • 2015-07-01 → 2019-06-17
    Avantax Advisory Services
    Irving, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-18
S63 Uniform Securities Agent State Law Examination 2005-10-21
  • S65 Uniform Investment Adviser Law Examination
    2015-05-18
  • S63 Uniform Securities Agent State Law Examination
    2005-10-21
Other Names
  • Robert Lee Williamson

View on SEC IAPD

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