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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-02 |
| CA | RA | APPROVED | 2023-09-27 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
200 Camino Aguajito #201, Monterey, CA 93940 • 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 | 04/2021 | 11/2021 |
| The Fitness Factor | Columbus | MS | 04/2018 | 04/2020 |
| Homemaker | Columbus | MS | 04/2020 | 04/2021 |
| Homemaker | Dover | DE | 11/2016 | 04/2018 |
| Dover Afb Youth Center | Dover | DE | 04/2015 | 11/2016 |
| Tutor | Columbus | MS | 09/2011 | 06/2021 |
| First Command Brokerage Service, Inc | Fort Worth | TX | 11/2021 | Present |
| First Command Advisory Services, Inc | Fort Worth | TX | 11/2021 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 11/2021 | Present |
(1) Name of the other business: Rental Property ; Whether the business is investment-related: No ; Address of the other business: 2098 Spruill Rd, Caledonia, MS 39740 6248 Wolfe Rd, Columbus, MS, 39705 229 Hunters Hollow, Columbus, MS, 39705 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Rental Property Owner ; The start date of your relationship: 11/16/2021 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: My husband and I own 3 rental properties in Mississippi. We hired a manager to take care of them, so we don't have an active role. (2) Name of the other business: Monterey Bay Spouses Club Whether the business is investment-related: No Address of the other business: PO Box 534, Monterey, CA 93943 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Jul 01, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: The Treasurer manages MBSC's finances, ensuring accurate records and compliance with tax obligations. Responsibilities include preparing financial reports, creating and managing budgets, co-signing checks, and overseeing charitable allocations. (3) Name of the other business: Rental Property Whether the business is investment-related: No Address of the other business: 38 W Timberlake Cv, Columbus, MS 39705 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Landlord The start date of your relationship: Jul 11, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Landlord - minimum duty as we have a property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
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