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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
CA RA APPROVED 2025-12-10
TX RA APPROVED_RES 2023-01-30
  • CA RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED_RES
    Since 2023-01-30

Branch Locations

Seaside, CA • 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
First Command Financial Planning, Inc. Fort Worth TX 04/2020 08/2020
New River Ymca Jacksonville NC 03/2020 06/2020
Self-Employed Jacksonville NC 01/2020 06/2020
The Dayton Daily News / Cox Media Group Dayton OH 06/2018 12/2019
Bowling Green State University / Bg Falcon Media Bowling Green OH 08/2015 05/2018
The Learning Commons Bgsu Bowling Green OH 08/2017 05/2018
Bowling Green State University Bowling Green OH 08/2014 05/2018
Gatehouse Media / Columbus Dispatch Columbus OH 05/2017 08/2017
First Command Financial Planning Fort Worth TX 08/2020 Present
First Command Advisory Services Fort Worth TX 08/2020 Present
First Command Insurance Services Fort Worth TX 08/2020 Present
  • 04/2020 → 08/2020
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 03/2020 → 06/2020
    New River Ymca
    Jacksonville, NC
  • 01/2020 → 06/2020
    Self-Employed
    Jacksonville, NC
  • 06/2018 → 12/2019
    The Dayton Daily News / Cox Media Group
    Dayton, OH
  • 08/2015 → 05/2018
    Bowling Green State University / Bg Falcon Media
    Bowling Green, OH
  • 08/2017 → 05/2018
    The Learning Commons Bgsu
    Bowling Green, OH
  • 08/2014 → 05/2018
    Bowling Green State University
    Bowling Green, OH
  • 05/2017 → 08/2017
    Gatehouse Media / Columbus Dispatch
    Columbus, OH
  • 08/2020 → Present
    First Command Financial Planning
    Fort Worth, TX
  • 08/2020 → Present
    Fort Worth, TX
  • 08/2020 → Present
    First Command Insurance Services
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-30
  • S66 Uniform Combined State Law Examination
    2020-07-30
Other Names
  • Holly Renee Shively

View on SEC IAPD

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