Best Investors Account Sign in
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
NC RA APPROVED 2025-12-19
TX RA APPROVED_RES 2025-08-21
VA RA APPROVED 2022-01-20
  • NC RA
    APPROVED
    Since 2025-12-19
  • TX RA
    APPROVED_RES
    Since 2025-08-21
  • VA RA
    APPROVED
    Since 2022-01-20

Branch Locations

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

1903 N Harrison Ave Suite 102, Cary, NC 27513 • United States

Raleigh, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
True Style Inc. Arlington VA 11/2019 03/2023
Ally Behavior Centers Sandy Spring MD 04/2020 01/2022
Ad Alta Tutoring Washington DC 09/2019 05/2022
First Command Brokerage Services, Inc. Fort Worth TX 08/2021 01/2022
Saffron Ventures (Atlantis) Arlington VA 08/2019 08/2021
The Inn At Little Washington Washington VA 01/2019 05/2019
Freelance Latin Tutoring Mclean VA 06/2015 08/2019
Phaedo Creative, Llc Washington DC 05/2018 08/2018
Elegant Peak Front Royal VA 12/2017 02/2018
Christendom College Front Royal VA 08/2015 05/2019
The Heritage Foundation Washington DC 05/2017 08/2017
Instacart Mclean VA 12/2017 02/2018
Christendom College Front Royal VA 10/2017 12/2017
First Command Brokerage Services, Inc. Fort Worth TX 01/2022 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2022 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2022 Present
Guidepost Montessori At Spruce Tree Raleigh NC 05/2025 10/2025
  • 11/2019 → 03/2023
    True Style Inc.
    Arlington, VA
  • 04/2020 → 01/2022
    Ally Behavior Centers
    Sandy Spring, MD
  • 09/2019 → 05/2022
    Ad Alta Tutoring
    Washington, DC
  • 08/2021 → 01/2022
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 08/2019 → 08/2021
    Saffron Ventures (Atlantis)
    Arlington, VA
  • 01/2019 → 05/2019
    The Inn At Little Washington
    Washington, VA
  • 06/2015 → 08/2019
    Freelance Latin Tutoring
    Mclean, VA
  • 05/2018 → 08/2018
    Phaedo Creative, Llc
    Washington, DC
  • 12/2017 → 02/2018
    Elegant Peak
    Front Royal, VA
  • 08/2015 → 05/2019
    Christendom College
    Front Royal, VA
  • 05/2017 → 08/2017
    The Heritage Foundation
    Washington, DC
  • 12/2017 → 02/2018
    Instacart
    Mclean, VA
  • 10/2017 → 12/2017
    Christendom College
    Front Royal, VA
  • 01/2022 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2022 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2022 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 05/2025 → 10/2025
    Guidepost Montessori At Spruce Tree
    Raleigh, NC
Other Businesses

Name of the other business: Cabrini Montessori School Whether the business is investment-related: No Address of the other business: 11133 Baybery Hills Drive, Raleigh, NC 27617 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Jul 30, 2024 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: 21 to 40 Briefly describe your duties relating to the other business: Co-founder and treasurer for the nonprofit organization. When the school plans to open in Fall 2027, I will also be the Head of School. Duties involve hiring, marketing, admissions, finance, development, and operations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-08
  • S66 Uniform Combined State Law Examination
    2022-01-08
Other Names
  • Laura Therese Cermak
  • Laura Cermak Kumar

View on SEC IAPD

More in Fort Worth, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor