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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_RES 2019-02-26
  • TX RA
    APPROVED_RES
    Since 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

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 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
  • 08/2015 → 11/2016
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 12/2016 → Present
    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
  • 01/2025 → Present
    Mackley Tax Llc
    Atlanta, GA
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
  • S66 Uniform Combined State Law Examination
    2016-09-30
Other Names
  • Hannah Leigh Oakley
  • Hannah Oakley Mcarthur

View on SEC IAPD

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