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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
TX RA APPROVED_RES 2026-06-24
  • TX RA
    APPROVED_RES
    Since 2026-06-24

Branch Locations

Pensacola, FL • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
Proequities, Inc Birmingham AL 11/2007 10/2018
Triad Advisors Norcross GA 10/2018 10/2021
Kovack Securities, Inc. Fort Lauderdale FL 10/2021 08/2024
Kovack Advisors, Inc. Fort Lauderdale FL 10/2021 08/2024
Newbridge Financial Services Group Boca Raton FL 09/2024 Present
Newbridge Securities Corporation Boca Raton FL 09/2024 Present
First Command Financial Services, Inc Fort Worth TX 06/2026 Present
  • 11/2007 → 10/2018
    Proequities, Inc
    Birmingham, AL
  • 10/2018 → 10/2021
    Triad Advisors
    Norcross, GA
  • 10/2021 → 08/2024
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 10/2021 → 08/2024
    Fort Lauderdale, FL
  • 09/2024 → Present
    Newbridge Financial Services Group
    Boca Raton, FL
  • 09/2024 → Present
    Newbridge Securities Corporation
    Boca Raton, FL
  • 06/2026 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
Previous Registrations
  • 2024-09-20 → 2025-11-13
    Boca Raton, FL
  • 2021-11-04 → 2024-08-19
    Land O' Lakes, FL
    Ft. Lauderdale, FL
  • 2018-10-30 → 2021-10-20
    Triad Advisors Llc
    Atlanta, GA
  • 2012-07-13 → 2018-10-19
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-03
S63 Uniform Securities Agent State Law Examination 2003-10-06
  • S66 Uniform Combined State Law Examination
    2012-07-03
  • S63 Uniform Securities Agent State Law Examination
    2003-10-06
Other Names
  • Jeff Miller

View on SEC IAPD

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