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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 | 2019-02-26 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
6243 W Interstate 10 Suite 250, San Antonio, TX 78201 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Insurance Services, Inc | Fort Worth | TX | 08/2015 | 11/2016 |
| First Command Insurance Services, Inc | Fort Worth | TX | 12/2016 | Present |
| First Command Advisor Services, Inc | Fort Worth | TX | 12/2016 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 12/2016 | Present |
| Mackley Tax Llc | Atlanta | GA | 01/2025 | Present |
(1)Name of the other business: Hannah McArthur - Rental ; Whether the business is investment-related: No ; Address of the other business: 1015 Scarlet Woods Huntsville AL 35806 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 10/1/16 ; 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: none, I have property manager (2)Name of the other business: Mackley Estates LLC Whether the business is investment-related: No Address of the other business: 2186 Jackson Keller Rd San Antonio TX, 78240 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: 11/01/18 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: Owner. It is to protect and limit and litigious issues from owning a rental property from touching my personal finances. (3)Name of the other business: HR Estates LLC ; Whether the business is investment-related: No ; Address of the other business: HR Estates LLC 2186 Jackson Keller Rd San Antonio TX 78213 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 12/1/2022 ; 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: I own rental properties under this LLC name (4) Name of the other business: Mackley Tax LLC Whether the business is investment-related: Yes Address of the other business: 2186 Jackson Keller RD Suite 805, San Antonio TX 78213 Nature of the other business: Financial Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 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: I am purchasing a small tax preparing business in Atlanta GA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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