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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 2017-05-23
  • TX RA
    APPROVED
    Since 2017-05-23

Branch Locations

4200 South Hulen Street Suite 513, Fort Worth, TX 76109 • United States

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

Fort Worth, TX • 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
First Command Fort Worth TX 01/2017 Present
Crickets Bar & Grill Lubbock TX 05/2016 12/2016
  • 01/2017 → Present
    First Command
    Fort Worth, TX
  • 05/2016 → 12/2016
    Crickets Bar & Grill
    Lubbock, TX
Other Businesses

(1) Name of the other business: The Peak International STEM Academy Whether the business is investment-related: No Address of the other business: 600 W. 6th St. Fourth Floor #1114, Fort Worth, TX 76102 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Board Member The start date of your relationship: Oct 30, 2025The 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: Set the vision: Establish the district's long-term goals and vision, grounded in community input and values. Evaluate the superintendent Develop policies: Create and adopt policies on a wide range of issues, including curriculum, employee relations, and student conduct. Oversee facilities: Make decisions about building new schools, acquiring sites, and renovating existing facilities. Monitor performance: Assess how well the district is meeting its goals and ensure accountability for student achievement. Engage the community: Communicate with and represent the community, ensuring the schools are responsive to local needs and values. (2) Name of the other business: Stewardship Financial Management LLC Whether the business is investment-related: No Address of the other business 4200 S. Hulen St, Suite 513, Fort Worth, TX 76109 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Oct 01, 2025 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: Set the vision: My LLC used for my IC status at First Command

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-22
  • S66 Uniform Combined State Law Examination
    2017-05-22
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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