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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 | 2021-02-03 |
| FL | RA | APPROVED | 2020-11-23 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
590 Wells Road Suite 2, Orange Park, FL 32073 • United States
Fleming Island, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning | Fort Worth | TX | 05/2020 | 11/2020 |
| U.S. Army | Fayetteville | NC | 07/2018 | 11/2020 |
| U.S. Army | Shaw Afb | SC | 07/2016 | 07/2018 |
| First Command Financial Planning | 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 |
(1)Name: RLTW Consulting, LLC Investment-related: Yes Address: 590 Wells Rd. Suite 2 Orange Park, FL 32073 Nature of the other business: Owner/Sole/Partner Your position: CEO Start date: 08/16/21 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: This is an LLC set up in order to conduct my First Command business as an Independent Contractor. I moved to IC status on 16 Aug 2021. (2) Name of the other business: Operation New Uniform ; Whether the business is investment-related: No ; Address of the other business: 8825 Perimeter Park Blvd., Suite 503 Jacksonville, Florida 32216 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Board Member ; The start date of your relationship: 8/1/2023 ; 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: When faced with the challenges of finding new careers, Veterans often lack the prior access and insight for transitioning into the world of civilian business. Operation New Uniform is a program designed to assist Veterans acquire a "new uniform" which provides training and instills confidence to transform their military skills into the business arena. I will attend monthly board meetings to provide input, speak to transitioning military cohorts about my personal experience finding a job after 30 years in the military, and participate in an annual charity banquet that our First Command district has supported for the last several years.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-22 |
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