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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
TX RA APPROVED 2023-08-08
FL RA APPROVED 2016-10-05
  • TX RA
    APPROVED
    Since 2023-08-08
  • FL RA
    APPROVED
    Since 2016-10-05

Branch Locations

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

Freeport, FL • United States

104 Jazz Drive, Suite A, Panama City, FL 32405 • 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
Unites States Army National Guard Panama City FL 12/2013 Present
First Command Advisory Services Fort Worth TX 03/2016 10/2016
First Command Advisory Services Fort Worth TX 11/2016 Present
First Command Financial Planning , Inc Fort Worth TX 11/2016 Present
First Command Insurance Services Inc. Fort Worth TX 11/2016 Present
  • 12/2013 → Present
    Unites States Army National Guard
    Panama City, FL
  • 03/2016 → 10/2016
    Fort Worth, TX
  • 11/2016 → Present
    Fort Worth, TX
  • 11/2016 → Present
    First Command Financial Planning , Inc
    Fort Worth, TX
  • 11/2016 → Present
    First Command Insurance Services Inc.
    Fort Worth, TX
Other Businesses

(1)Name of the other business: Hilltrust Financial Services, LLC Whether the business is investment-related: No Address of the other business: 1120 n Eglin Pkwy, Shalimar, FL 32579 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: 10/16/19 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: None Briefly describe your duties relating to the other business: This is not for any reason except to run my payroll, 401K, and limit liability (LLC) towards business account. (2)Name of the other business: Hilltrust Coffee, LLC ; Whether the business is investment-related: No ; Address of the other business: TBT - 371 Symphony Way, Freeport, FL 32439 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Partner ; The start date of your relationship: 1/1/2022 ; 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: None ; Briefly describe your duties relating to the other business: Local/Small Drive Through Coffee Shop. My wife and I will open it, she and a managing partner will be the day to day operator on this. But my name will be on the LLC. And I also plan to advise and help with business aspect of it. (3) Name of the other business: Hilltrust Real Estate Limited Liability Company ; Whether the business is investment-related: No ; Address of the other business: 371 Symphony Way, Freeport, FL 32439 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner/CEO ; The start date of your relationship: Jan 01, 2024 ; 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: Manage Property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-16
  • S66 Uniform Combined State Law Examination
    2016-09-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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