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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-20
  • VA RA
    APPROVED
    Since 2026-01-20

Branch Locations

13625 Office Pl Suite 201, Woodbridge, VA 22192 • 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
Motif Rancho Cordova CA 09/2014 04/2017
Folio Investments, Inc. Mclean VA 04/2017 04/2020
Santander Investment Securities Inc. New York NY 04/2020 07/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 05/2022 02/2024
Georgetown University Washington DC 08/2019 05/2021
Sweetgreen Arlington VA 03/2022 02/2024
Unemployed Falls Church VA 07/2021 03/2022
Bank Of America, N.A. Alexandria VA 09/2022 02/2024
Etc Brokerage Services, Llc Westlake OH 02/2024 12/2024
Innovayte, Llc Dallas TX 01/2025 10/2025
First Command Brokerage Services, Inc. Fort Worth TX 01/2026 Present
First Command Advisory Services, Inc Fort Worth TX 01/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2026 Present
Unemployed Falls Church VA 11/2025 12/2025
  • 09/2014 → 04/2017
    Motif
    Rancho Cordova, CA
  • 04/2017 → 04/2020
    Folio Investments, Inc.
    Mclean, VA
  • 04/2020 → 07/2021
    Santander Investment Securities Inc.
    New York, NY
  • 05/2022 → 02/2024
    Alexandria, VA
  • 08/2019 → 05/2021
    Georgetown University
    Washington, DC
  • 03/2022 → 02/2024
    Sweetgreen
    Arlington, VA
  • 07/2021 → 03/2022
    Unemployed
    Falls Church, VA
  • 09/2022 → 02/2024
    Bank Of America, N.A.
    Alexandria, VA
  • 02/2024 → 12/2024
    Etc Brokerage Services, Llc
    Westlake, OH
  • 01/2025 → 10/2025
    Innovayte, Llc
    Dallas, TX
  • 01/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 01/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 11/2025 → 12/2025
    Unemployed
    Falls Church, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
S63 Uniform Securities Agent State Law Examination 2007-11-21
  • S66 Uniform Combined State Law Examination
    2022-10-24
  • S63 Uniform Securities Agent State Law Examination
    2007-11-21
Other Names
  • Edwin H Lee

View on SEC IAPD

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