| 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 |
| Historical names: |
United Services Planning Association, Inc. First Command Financial Planning, Inc. |
NAICS
523110 Investment Banking and Securities DealingThis industry comprises establishments primarily engaged in underwriting, originating, and/or maintaining markets for issues of securities. Investment bankers act as principals (i.e., investors who buy or sell on their own account) in firm commitment transactions or act as agents in best effort and standby commitments. This industry also includes establishments acting as principals in buying or selling securities generally on a spread basis, such as securities dealers or stock option dealers. Learn more at the U.S. Census Bureau
| 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 Apr 2025
Sources: Rhode Island Department of State
