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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 2023-04-12
TX RA APPROVED 2021-12-20
  • TN RA
    APPROVED
    Since 2023-04-12
  • TX RA
    APPROVED
    Since 2021-12-20

Branch Locations

Knoxville, TN • United States

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

123 Center Park Dr Suite 238, Knoxville, TN 37922 • 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
Us Army Columbus GA 05/2017 04/2021
First Command Fort Worth TX 11/2020 09/2021
First Command Financial Planning Fort Worth TX 09/2021 Present
First Command Advisory Services Fort Worth TX 09/2021 Present
First Command Insurance Services Fort Woth TX 09/2021 Present
Texas Army National Guard San Antonio TX 01/2015 05/2017
  • 05/2017 → 04/2021
    Us Army
    Columbus, GA
  • 11/2020 → 09/2021
    First Command
    Fort Worth, TX
  • 09/2021 → Present
    First Command Financial Planning
    Fort Worth, TX
  • 09/2021 → Present
    Fort Worth, TX
  • 09/2021 → Present
    First Command Insurance Services
    Fort Woth, TX
  • 01/2015 → 05/2017
    Texas Army National Guard
    San Antonio, TX
Other Businesses

Name: Thomas Benavides - Sole Proprietor Investment-related: No Address: 2617 Hood Street Columbus, GA, 31906 Nature of the other business: Real Estate/Rental Property Your position: Property Owner Start date: 03/10/20 The approximate number of hours/month you devote to the other business: 11 - 20 During securities trading hours: None Description of duties: Multi-family (tri-plex) property owner and property manager who conducts necessary repairs and establishes and collects rent from tenants. Name: Chattahoochee Rafting Company LLC Investment-related: No Address: 1549 Clairmont Road Suite 201 Decatur, Georgia 30033 Nature of the other business: Other OBA Your position: Raft Guide Start date: 03/20/19 The approximate number of hours/month you devote to the other business: 6 - 10 During securities trading hours: None Description of duties: Conducts guided rafting trips on whitewater rivers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-18
  • S66 Uniform Combined State Law Examination
    2021-08-18

View on SEC IAPD

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