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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
AL RA APPROVED 2024-07-02
  • AL RA
    APPROVED
    Since 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

Hoover, AL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2024 → 06/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 09/2016 → 10/2019
    Publix
    Hoover, AL
  • 11/2019 → 10/2022
    Sams Club
    Hoover, AL
  • 11/2022 → 12/2022
    Ashley Macs
    Hoover, AL
  • 01/2023 → 02/2024
    Homemaker
    Hoover, AL
  • 06/2024 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 06/2024 → Present
    Fort Worth, TX
  • 06/2024 → Present
    First Command Insurance Services
    Fort Worth, TX
Previous Registrations
  • 2015-01-29 → 2016-09-15
    Birmingham, AL
  • 2014-06-09 → 2014-11-04
    Next Financial Group, Inc.
    Hoover, AL
  • 2011-09-08 → 2014-04-04
    First Command Brokerage Services, Inc.
    Birmingham, AL
    Marietta, GA
    Tyrone, GA
Exams
CodeExamDate
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
  • 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
Other Names
  • Gregory W Glynn

View on SEC IAPD

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