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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-06 |
| SC | RA | APPROVED | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
7301 Rivers Ave Suite 230, N Charleston, SC 29406 • United States
Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Air National Guard | Charleston | SC | 10/2014 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2015 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1) Name of the other business: Delta Air Lines ; Whether the business is investment-related: No ; Address of the other business: 1030 Delta Blvd, Atlanta, GA 30354 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Pilot ; The start date of your relationship: 1/22/18 ; The approximate number of hours/month you devote to the other business: 21-40 ; The number of hours you devote to the other business during securities trading hours: 11-20 ; Briefly describe your duties relating to the other business: Airline Pilot (2) Name of the other business: Southern New Hampshire University ; Whether the business is investment-related: No ; Address of the other business: 2500 N. River Rd Manchester, NH 03106 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Faculty ; The start date of your relationship: 01/06/14 ; 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: Teaches undergraduate Business and Management courses (3) Name of the other business: Florida Institute of Technology ; Whether the business is investment-related: No ; Address of the other business: 150 W. University Blvd Melbourne, FL 32901 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Faculty ; The start date of your relationship: 10/01/12 ; 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: Teach undergraduate Business and Management courses (4) Name of the other business: American Public University System ; Whether the business is investment-related: No ; Address of the other business: 111 W. Congress St. Charles Town, WV 25414 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Faculty ; The start date of your relationship: 01/03/11 ; 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: Teach undergraduate Management and Business courses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-12 |
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