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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
TN RA APPROVED 2020-11-17
  • TN RA
    APPROVED
    Since 2020-11-17

Branch Locations

541 N Mt Julie Rd Suite 2202, Mount Juliet, TN 37122 • United States

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

Mt Juliet, TN • 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
Metro Nashville Police Department Nashville TN 09/2006 09/2019
Homemaker 1785 S Mt Juliet Rd TN 09/2019 11/2020
Bethal University Mckenzie TN 09/2016 12/2019
First Command Fort Worth TX 03/2020 11/2020
First Command Brokerage Services Fort Worth TX 11/2020 Present
First Command Advisory Services Fort Worth TX 11/2020 Present
First Command Insurance Services Fort Worth TX 11/2020 Present
  • 09/2006 → 09/2019
    Metro Nashville Police Department
    Nashville, TN
  • 09/2019 → 11/2020
    Homemaker
    1785 S Mt Juliet Rd, TN
  • 09/2016 → 12/2019
    Bethal University
    Mckenzie, TN
  • 03/2020 → 11/2020
    First Command
    Fort Worth, TX
  • 11/2020 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 11/2020 → Present
    Fort Worth, TX
  • 11/2020 → Present
    First Command Insurance Services
    Fort Worth, TX
Other Businesses

Name: Sole proprietor real estate landlord, Rental property Investment-related: No Address: 1785 S Mt Juliet road. Mt Juliet tn 37122 Nature of the other business: Real Estate/Rental Property Your position: Landlord Start date: 06/01/09 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: Manage property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-13
  • S66 Uniform Combined State Law Examination
    2020-11-13
Other Names
  • Brandon M Whittaker

View on SEC IAPD

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