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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-02 |
| NJ | RA | APPROVED | 2022-12-12 |
Branch Locations
1730 Walton Road, Suite 201, Blue Bell, PA 19422 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Blue Bell, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 10/2020 | 01/2021 |
| United States Coast Guard | Philadelphia | PA | 06/2017 | 09/2020 |
| Independent Consultant | Blue Bell | PA | 10/2020 | 10/2020 |
| United States Coast Guard | Philadelphia | PA | 07/2015 | 06/2017 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2021 | Present |
| First Command Investment Advisory, Inc. | Fort Worth | TX | 01/2021 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2021 | Present |
Name of the other business: Lighthouse Baptist Church Whether the business is investment-related: No Address of the other business: 2622 Durham Rd, Buckingham, PA 18912 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Financial Secretary/Building Committee Chair The start date of your relationship: Jun 01, 2025 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: 1 to 5 Briefly describe your duties relating to the other business: Financial Secretary: 1. Receive, vet, and submit bills to Treasurer for payment. 2. Oversee Treasurer to ensure federal, state, and local taxes are paid. 3. Oversee Treasurer's monthly reconciliation. 4. Maintain financial program backups. 5. Assist with the completion of quarterly financial reports and the annual church budget. 6. Count and process offerings for deposit. 7. Prepare the Treasurer's Report for Deacons meetings. 8. Maintain giving records. 9. Maintain Deacons Fund records Building Committee Chair: The Lighthouse Baptist Church (LBC) Building Committee is working to build a new church building on property owned by LBC, or purchase an existing building that can be renovated to serve as LBC's new home. 1. Organize Building Committee, supervise meeting, produce notes 2. Maintain records for Building Committee Activities 3. Interact, or direct interactions, with outside entities, such as engineers, real estate agents, attorneys, government entities, and etc. 4. Ensure permits, zoning variances, and other allowances already in place are supported and maintained. 5. Sign documents related to Building Committee actions with approval of two thirds of the committee members (for non-binding or low-cost actions), or a majority vote of the church membership for major binding actions, such as purchasing property or initiating construction. I have no ability to obligate the church without prior approval of the committee or church membership. All approvals are documented via written ballot at meetings that adhere to LBC business rules (notice, quorum, etc).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-07 |
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