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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_RES 2025-04-02
CA RA APPROVED 2023-09-27
  • TX RA
    APPROVED_RES
    Since 2025-04-02
  • CA RA
    APPROVED
    Since 2023-09-27

Branch Locations

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

200 Camino Aguajito #201, Monterey, CA 93940 • 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
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
  • 04/2021 → 11/2021
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 04/2018 → 04/2020
    The Fitness Factor
    Columbus, MS
  • 04/2020 → 04/2021
    Homemaker
    Columbus, MS
  • 11/2016 → 04/2018
    Homemaker
    Dover, DE
  • 04/2015 → 11/2016
    Dover Afb Youth Center
    Dover, DE
  • 09/2011 → 06/2021
    Tutor
    Columbus, MS
  • 11/2021 → Present
    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
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-24
  • S66 Uniform Combined State Law Examination
    2021-09-24

View on SEC IAPD

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