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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 | 2022-11-04 |
| FL | RA | APPROVED | 2022-01-24 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
23150 Fashion Drive Suite 235, Estero, FL 33928 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluewater Federal Solutions | Tampa | FL | 04/2021 | 01/2022 |
| Global Resource Solutions | Santiago | 06/2017 | 03/2021 | |
| Morgan Borszcz Consulting | Singapore | 06/2014 | 04/2017 | |
| First Command Brokerage Services, Inc | Fort Worth | TX | 01/2022 | Present |
| First Command Advisory Services, Inc | Fort Worth | TX | 01/2022 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2022 | Present |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 06/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
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