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
CO RA APPROVED 2024-09-17
  • CO RA
    APPROVED
    Since 2024-09-17

Branch Locations

1277 Kelly Johnson Blvd. Suite 260, Colorado Springs, CO 80920 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
Skywest Airlines St George UT 06/2012 07/2019
Unemployed Colorado Springs CO 07/2019 11/2019
Pennica Financial Group Colorado Springs CO 11/2019 08/2024
J.W. Cole Financial, Inc. Tampa FL 01/2020 08/2024
J.W. Cole Advisors, Inc. Tampa FL 03/2020 08/2024
First Command Brokerage Services, Inc. Fort Worth TX 09/2024 Present
First Command Advisory Services , Inc. Fort Worth TX 09/2024 Present
First Command Insreance Services, Inc Fort Worth TX 09/2024 Present
  • 06/2012 → 07/2019
    Skywest Airlines
    St George, UT
  • 07/2019 → 11/2019
    Unemployed
    Colorado Springs, CO
  • 11/2019 → 08/2024
    Pennica Financial Group
    Colorado Springs, CO
  • 01/2020 → 08/2024
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 03/2020 → 08/2024
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 09/2024 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 09/2024 → Present
    First Command Advisory Services , Inc.
    Fort Worth, TX
  • 09/2024 → Present
    First Command Insreance Services, Inc
    Fort Worth, TX
Previous Registrations
Other Businesses

(1) Name of the other business: A B COS LLC Whether the business is investment-related: Yes Address of the other business: Colorado Springs, CO Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Nov 08, 2021 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 created this single-member LLC to open a business checking account and business credit card account, and to provide some measure of liability protection, while working at my previous B-D/RIA. (2) Name of the other business: Scouts BSA Boys Troop 268 Whether the business is investment-related: No Address of the other business: VFW Post 4051, 6325 N. Academy Blvd, Colorado Springs CO 80918 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Assistant Scoutmaster The start date of your relationship: Sep 01, 2024 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: 11 to 20 Briefly describe your duties relating to the other business: Assistant Scoutmaster role with a Boys troop that I have volunteered at for six years.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-05-02
S65 Uniform Investment Adviser Law Examination 2020-03-09
  • S63 Uniform Securities Agent State Law Examination
    2020-05-02
  • S65 Uniform Investment Adviser Law Examination
    2020-03-09
Designations
  • Certified Financial Planner
Other Names
  • Alan Bridges
  • Alan Carmichael Bridges

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Colorado Springs, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor