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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 | 2022-09-26 |
| WA | RA | APPROVED | 2018-07-12 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
10049 Kitsap Mall Blvd Nw Suite 289, Silverdale, WA 98383 • United States
Anacortes, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning , Inc. | Fort Worth | TX | 11/2015 | Present |
| First Command Insurance Services , Inc. | Forth Worth | TX | 11/2015 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Churchill Administrative Services Whether the business is investment-related: No Address of the other business: Anacortes, WA Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jun 01, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: 6 to 10 Briefly describe your duties relating to the other business: This LLC will be formed to consolidate my district's administrators to facilitate an easier and more cost-effective business cycle, and to provide employee benefits to the administrative staff that they do not have now working for individual ICs. The LLC is for litigation protection for me as the central employer for my district's independent contractor's AAs and staff. The workload and efforts dedicated to managing people and staff will be reduced by forming this LLC and will reduce liability too. It is designed to complement my role as a DA and in no way will replace or detract from my duties and affiliation with First Command. Most staff, while not required to be, will be clients of First Command, as they are now working for me as a sole proprietor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-11 |
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