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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-21 |
| GA | RA | APPROVED | 2020-07-30 |
| TX | RA | APPROVED | 2020-03-10 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
2153 Valleygate Drive Suite 201, Fayetteville, NC 28304 • United States
Fayetteville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Embry-Riddle Aeronautical University | Daytona Beach | FL | 01/2014 | Present |
| First Command Financial Planning, Inc | Fort Worth | TX | 10/2015 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 10/2015 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1) Name of the other business: EMBRY-RIDDLE AERONAUTICAL UNIVERSITY ; Whether the business is investment-related: No ; Address of the other business: 600 South Clyde Morris Blvd Daytona Beach, FL 32114 ; Nature of the other business: Higher Education Institution ; Your position, title, or relationship with the other business: Adjunct Professor ; The start date of your relationship: 08/01/2015 ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: 3/week ; Briefly describe your duties relating to the other business: Instruct National Security Courses (2) Name of the other business: Kensington Associates, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 232 12th Street, Suite 204 Columbus, Ga 31901 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: President ; The start date of your relationship: 5/1/2020 ; The approximate number of hours/month you devote to the other business: 1 - 5 ; The number of hours you devote to the other business during securities trading hours: 1 - 5 ; Briefly describe your duties relating to the other business: Kensington Associates LLC is the legal entity that I use to run my financial planning business. (3) Name of the other business: M&M Liberty Group, LLC ; Whether the business is investment-related: No ; Address of the other business: 2153 Valleygate Drive, Suite 201 Fayetteville, NC 28304 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Principal ; The start date of your relationship: 5/18/2023 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: 1 to 5 ; Briefly describe your duties relating to the other business: M&M Liberty Group LLC is the legal entity that I use to run the building where I conduct my financial planning business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-27 |
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