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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
VA RA APPROVED 2022-01-18
  • VA RA
    APPROVED
    Since 2022-01-18

Branch Locations

320 B Charles Dimmock Pkwy Suite 1, Colonial Heights, VA 23834 • 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 Fort Worth TX 05/2020 06/2021
Golden Key Group / Comtek Seattle WA 12/2018 06/2020
Pacific Lutheran University Parkland WA 01/2015 12/2018
Pacific Lutheran University Parkland WA 01/2016 12/2018
Pacific Lutheran University Parkland WA 01/2015 12/2018
Army Fort Lee VA 05/2019 08/2019
Unemployeed Spanaway WA 01/2010 07/2017
Army Reserves Spanaway WA 12/2013 Present
First Command Brokerage Services, Inc. Fort Worth TX 01/2022 02/2022
A Day Away Kayak Tour Titusville FL 06/2021 03/2022
First Command Brokerage Services, Inc. Fort Worth TX 02/2022 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2022 Present
First Command Insurance Services, Inc. Fort Worth TX 02/2022 Present
  • 05/2020 → 06/2021
    First Command Financial Planning
    Fort Worth, TX
  • 12/2018 → 06/2020
    Golden Key Group / Comtek
    Seattle, WA
  • 01/2015 → 12/2018
    Pacific Lutheran University
    Parkland, WA
  • 01/2016 → 12/2018
    Pacific Lutheran University
    Parkland, WA
  • 01/2015 → 12/2018
    Pacific Lutheran University
    Parkland, WA
  • 05/2019 → 08/2019
    Army
    Fort Lee, VA
  • 01/2010 → 07/2017
    Unemployeed
    Spanaway, WA
  • 12/2013 → Present
    Army Reserves
    Spanaway, WA
  • 01/2022 → 02/2022
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 06/2021 → 03/2022
    A Day Away Kayak Tour
    Titusville, FL
  • 02/2022 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2022 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2022 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: United States Army Reserves ; Whether the business is investment-related: No ; Address of the other business: 13613 40th Ave NE, Marysville, WA 98271 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Executive Officer ; The start date of your relationship: 12/13/2013 ; 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: Over 40 ; Briefly describe your duties relating to the other business: Plans and oversees operational tasks to include administrative and logistical tasks. Provides additional guidance to the Commander

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-20
  • S66 Uniform Combined State Law Examination
    2021-12-20
Other Names
  • Denis Julio
  • Denis Emilia Julio

View on SEC IAPD

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