JL
Joshua J. Lamotte
FIRST COMMAND ADVISORY SERVICES
Austin, TX 78731
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CRD#: 7328420
JL
Professional summary
Joshua James Lamotte, who also goes by Josh Lamotte, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Austin, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Austin, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Joshua has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Lamotte
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of the other business: First Baptist Church of Belton ; Whether the business is investment-related: No ; Address of the other business: 506 N Main St, Belton, TX 76513 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Deacon ; The start date of your relationship: 1/8/2023 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: 6 to 10 ; Briefly describe your duties relating to the other business: Oversee Men's Ministry in the Church, and support and serve the body of First Baptist Church of Belton. (2) Name of the other business: Horizon Strategies ; Whether the business is investment-related: No ; Address of the other business: 301 N Main St Ste 2105, Winston Salem, North Carolina, 27101 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Exercise Sustainment Planner ; The start date of your relationship: 7/17/2023 ; The approximate number of hours/month you devote to the other business: 21 to 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: Government contract work. Work 100% remote, and provide operations orders and products for the client. There are potential people that I work with and who we support people that are currently clients and those that would be in market to become First Command clients. (3) Name of the other business: TOPSARGE BUSINESS SOLUTIONS, LLC ; Whether the business is investment-related: No ; Address of the other business: Consulting - remote work. Contractor will perform professional services as requested and authorized by TBS. Contractor shall not be required to provide services in any particular order or sequence, nor will be required to perform services during any par ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Independent Contractor ; The start date of your relationship: 11/22/2023 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: 6 to 10 ; Briefly describe your duties relating to the other business: SUBJECT MATTER EXPERT WORK PLAN Summary: Each Subject Matter Expert is responsible for providing expert support, analysis and research into exceptionally complex problems processes relating to the 3-Phase Soldier Life Cycle. Essential Duties and Responsibilities: Provide expert analysis, assistance, and research support to complex Army problems and processes relating to officer leader development for the future force. (4) Name of the other business: 13 COSCOM Association Whether the business is investment-related: No Address of the other business: PO Box 5490, Fort Cavazos, TX 76544 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Vice President The start date of your relationship: Sep 19, 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: 1 to 5 Briefly describe your duties relating to the other business: The nature of the business is organize monthly meetings, attend monthly meetings, and supported functions of the 13 ACSC on Fort Cavazos. Majority of time spent will be planning and organizing, and running social media site for the organization. The organization is a non profit that does raise money for scholarships.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua James Lamotte's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 23, 2022 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 7719 Wood Hollow Drive Suite 260, Austin, TX 78731RIA
CRD#: 281958
Austin, TX
Current
December 9, 2021 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 7719 Wood Hollow Drive Suite 260, Austin, TX 78731BD
CRD#: 3641
Austin, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(2/23/2022)
IAR
Texas(2/23/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
