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Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-27
TX RA APPROVED_RES 2025-11-17
  • FL RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED_RES
    Since 2025-11-17

Branch Locations

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

North Port, FL • 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
Mml Investors Services, Llc Charlotte NC 03/2017 06/2019
Unemployed Tega Cay NC 06/2019 09/2020
H. Beck, Inc. Rockville MD 09/2020 03/2021
Msi Financial Services, Inc. Charlotte NC 04/2014 03/2017
Grove Point Advisors, Llc Rockville MD 04/2021 09/2025
Grove Point Investments, Llc Rockville MD 04/2021 09/2025
Next Financial Group Houston TX 03/2025 09/2025
Cuso Financial Services San Diego CA 03/2025 09/2025
Cadaret Grant & Co. Syracuse NY 03/2025 09/2025
Sorrento Pacific Financial San Diego CA 03/2025 09/2025
Western International Securities Pasadena CA 03/2025 09/2025
Scf Securities San Diego CA 03/2025 09/2025
First Command Financial Services, Inc Fort Worth TX 11/2025 Present
  • 03/2017 → 06/2019
    Charlotte, NC
  • 06/2019 → 09/2020
    Unemployed
    Tega Cay, NC
  • 09/2020 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 04/2014 → 03/2017
    Msi Financial Services, Inc.
    Charlotte, NC
  • 04/2021 → 09/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 09/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 03/2025 → 09/2025
    Next Financial Group
    Houston, TX
  • 03/2025 → 09/2025
    Cuso Financial Services
    San Diego, CA
  • 03/2025 → 09/2025
    Cadaret Grant & Co.
    Syracuse, NY
  • 03/2025 → 09/2025
    Sorrento Pacific Financial
    San Diego, CA
  • 03/2025 → 09/2025
    Western International Securities
    Pasadena, CA
  • 03/2025 → 09/2025
    Scf Securities
    San Diego, CA
  • 11/2025 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
Previous Registrations
  • 2022-03-14 → 2025-09-05
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    North Port, FL
  • 2020-10-08 → 2021-02-24
    Grove Point Investments, Llc
    Rockville, MD
    North Port, FL
    Rockville, MD
  • 2017-03-25 → 2019-06-04
    Charlotte, NC
  • 2012-08-23 → 2017-03-25
    Msi Financial Services, Inc.
    Somerset, NJ
    Charlotte, NC
  • 2012-08-31 → 2015-01-02
    New England Securities
    Somerset, NJ
    Charlotte, NC
  • 2012-08-31 → 2013-09-05
    Tower Square Securities, Inc.
    Somerset, NJ
  • 2012-08-31 → 2013-09-05
    Walnut Street Securities, Inc.
    Somerset, NJ
  • 2010-08-11 → 2012-08-14
    World Investments, Llc
    Lincroft, NJ
  • 2004-05-12 → 2004-12-07
    Newark, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1989-01-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1989-01-19
Other Names
  • Steven Anthony Morgan

View on SEC IAPD

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