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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 | 2023-08-08 |
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-16 |
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