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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
TX RA APPROVED 2022-09-13
OK RA APPROVED 2021-07-20
  • TX RA
    APPROVED
    Since 2022-09-13
  • OK RA
    APPROVED
    Since 2021-07-20

Branch Locations

5605 Se 67Th Street, Oklahoma City, OK 73135 • United States

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

Choctaw, OK • 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
Santa Fe Family Life Center Oklahoma City OK 01/2019 05/2021
Sooner Valet Norman OK 04/2015 01/2019
First Command Fort Worth TX 08/2020 07/2021
Marine Corps Reserve Midwest City OK 07/2014 03/2017
Air National Guard Oklahoma City OK 03/2017 Present
First Command Financial Planning Fort Worth TX 07/2021 Present
First Command Advisory Services Fort Worth TX 07/2021 Present
First Command Insurance Services Fort Worth TX 07/2021 Present
  • 01/2019 → 05/2021
    Santa Fe Family Life Center
    Oklahoma City, OK
  • 04/2015 → 01/2019
    Sooner Valet
    Norman, OK
  • 08/2020 → 07/2021
    First Command
    Fort Worth, TX
  • 07/2014 → 03/2017
    Marine Corps Reserve
    Midwest City, OK
  • 03/2017 → Present
    Air National Guard
    Oklahoma City, OK
  • 07/2021 → Present
    First Command Financial Planning
    Fort Worth, TX
  • 07/2021 → Present
    Fort Worth, TX
  • 07/2021 → Present
    First Command Insurance Services
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Dylan Ball Financial Planning LLC Whether the business is investment-related: Yes Address of the other business: 5604 SE 67th Street, Oklahoma City OK 73020 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: CEO The start date of your relationship: Jan 02, 2024 The approximate number of hours/month you devote to the other business: 6 to 10 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 have an LLC associated with my S-Corp for my financial planning business with First Command Financial Services. (2) Name of the other business: YouTube ; Whether the business is investment-related: No ; Address of the other business: 16025 SE 44th Street, Choctaw, OK 73020 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: YouTuber ; The start date of your relationship: 10/30/2019 ; The approximate number of hours/month you devote to the other business: 11 - 20 ; 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 run my own side hustle uploading YouTube videos about men's style, fitness, and self development. Often times brands will compensate me through affiliate marketing and through giving me free product in exchange for reviews. I'm however, not obligated to work with any brand in particular and don't answer to anyone.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-09
  • S66 Uniform Combined State Law Examination
    2021-07-09

View on SEC IAPD

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