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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 | 2020-05-21 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
16821 Buccaneer Ln Suite 223, Houston, TX 77058 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anc R&D, Llc | Tyndall Afb | FL | 10/2015 | 10/2016 |
| First Command Financial Planning , Inc | Fort Worth | TX | 11/2015 | 10/2016 |
| First Command Advisory Services | Fort Worth | TX | 11/2016 | 12/2017 |
| First Command Financial Planning , Inc | Fort Worth | TX | 11/2016 | 12/2017 |
| First Command Insurance Services Inc. | Fort Worth | TX | 11/2016 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2017 | 08/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2018 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 08/2018 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 08/2018 | Present |
Name of the other business: C Hughes Holdings LLC Whether the business is investment-related: No Address of the other business: 3145 E. Chandler BLVD Ste 110-604 Phoenix, AZ 85048 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Member The start date of your relationship: Sep 18, 2019 The approximate number of hours/month you devote to the other business: 0 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: established an LLC that was intended to be my cut out for my First Command business in 2019. I never took any action to further develop it and had actually forgotten about it until it was brough up in the compliance inspection. I have dedicated exactly 0 hours over the past 6 years. There are no accounts associated with it or established by or for it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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