| Name: | First Command Brokerage Services, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 30 Jun 1972 (53 years ago) |
| Identification Number: | 000025812 |
| Place of Formation: | TEXAS |
| Principal Address: | 4100 S. HULEN STREET, FORT WORTH, TX, 76109, USA |
| Purpose: | BROKER/DEALER |
| NAICS: | 523110 - Investment Banking and Securities Dealing |
| Historical names: |
United Services Planning Association, Inc. First Command Financial Planning, Inc. |
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
| Name | Role | Address |
|---|---|---|
| MARK D STEFFE | PRESIDENT | 1 FIRSTCOMM PLAZA FORT WORTH, TX 76109 USA |
| Name | Role | Address |
|---|---|---|
| HEIDI CERBONE | TREASURER | 1 FIRSTCOMM PLAZA FORT WORTH, TX 76109 USA |
| Name | Role | Address |
|---|---|---|
| ERIC CHARTAN | SECRETARY | 1 FIRSTCOMM PLAZA FORT WORTH, TX 76109 USA |
| Name | Role | Address |
|---|---|---|
| MEEGHAN HUBKA | VICE PRESIDENT | 1 FIRSTCOMM PLAZA FORT WORTH, TX 76109 USA |
| VERONICA HAMMOND | VICE PRESIDENT | 1 FIRSTCOMM PLAZA FORT WORTH, TX 76109 USA |
| TINA CADDELL | VICE PRESIDENT | 1 FIRSTCOMM PLAZA FORT WORTH, TX 76109 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2020-09-15 | First Command Financial Planning, Inc. | First Command Brokerage Services, Inc. |
| Name Change | 2001-01-25 | United Services Planning Association, Inc. | First Command Financial Planning, Inc. |
| Number | Name | File Date |
|---|---|---|
| 202443796740 | Annual Report | 2024-01-08 |
| 202325636960 | Annual Report | 2023-01-04 |
| 202207780000 | Annual Report | 2022-01-10 |
| 202185056230 | Annual Report | 2021-01-07 |
| 202054766220 | Application for Amended Certificate of Authority | 2020-09-15 |
| 201930588060 | Annual Report | 2019-12-23 |
| 201882854150 | Annual Report | 2018-12-18 |
| 201755422590 | Annual Report | 2017-12-28 |
| 201729415830 | Annual Report | 2017-01-03 |
| 201693157510 | Annual Report | 2016-02-25 |
Date of last update: 06 Oct 2024
Sources: Rhode Island Department of State
