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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-07-02 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
One Perimeter Park South Ste 340N, Birmingham, AL 35243 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 03/2024 | 06/2024 |
| Publix | Hoover | AL | 09/2016 | 10/2019 |
| Sams Club | Hoover | AL | 11/2019 | 10/2022 |
| Ashley Macs | Hoover | AL | 11/2022 | 12/2022 |
| Homemaker | Hoover | AL | 01/2023 | 02/2024 |
| First Command Brokerage Services | Fort Worth | TX | 06/2024 | Present |
| First Command Advisory Services | Fort Worth | TX | 06/2024 | Present |
| First Command Insurance Services | Fort Worth | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-29 |
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