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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-12-15 |
| TX | RA | APPROVED_RES | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1414 S Miller St Suite A, Santa Maria, CA 93454 • United States
Lompoc, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc | Oceanside | CA | 03/2002 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 07/2002 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Optavia, LLC Whether the business is investment-related: No Address of the other business: 100 International Dr, 18th Floor, Baltimore, MD. 21202 Nature of the other business: Multi-Level Marketing Your position, title, or relationship with the other business: Health/Weight Loss Coach The start date of your relationship: 03/01/19 The approximate number of hours/month you devote to the other business: 6 - 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Health/Weight Loss Coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-27 |
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