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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 |
|---|---|---|---|
| PR | RA | APPROVED | 2024-05-16 |
| TX | RA | APPROVED_RES | 2024-04-09 |
| VA | RA | APPROVED | 2024-04-08 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Fredericksburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Services | Fort Worth | TX | 04/2021 | 08/2021 |
| Fairbanks Memorial Hospital | Faribanks | AK | 04/2017 | 12/2017 |
| State Wide Oil Field Services | Fairbanks | AK | 08/2016 | 03/2017 |
| Unemployed | San Antonio | TX | 12/2017 | 10/2019 |
| University Of Phoenix | San Antonio | TX | 10/2019 | 04/2021 |
| First Command Financial Planning | Fort Worth | TX | 08/2021 | 10/2023 |
| First Command Advisory Services | Fort Worth | TX | 08/2021 | 10/2023 |
| First Command Insurance Services | Fort Worth | TX | 08/2021 | 10/2023 |
| First Command Advisory Services | Fort Worth | TX | 03/2024 | Present |
| Unemployed | Apo, Ae | NL | 11/2023 | 03/2024 |
| First Command Brokerage Services | Fort Worth | TX | 03/2024 | Present |
| First Command Insurance Services | Fort Worth | TX | 03/2024 | Present |
Name of the other business: Spotswood Elementary School PTO Whether the business is investment-related: No Address of the other business: 400 Lorraine Ave, Fredericksburg, VA 22408 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Jan 15, 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: None Briefly describe your duties relating to the other business: Track income and expenses File any required federal or state tax documents Purchase items Build budget
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-24 |
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