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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 | 2019-07-15 |
Branch Locations
4712 Woodrow Bean Transmountain Dr, El Paso, TX 79924 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
El Paso, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army | Fort Bliss | TX | 07/1999 | 11/2019 |
| First Command Financial Planning | Fort Worth | TX | 02/2019 | 07/2019 |
| First Command Financial Planning Inc | Fort Worth | TX | 07/2019 | Present |
| First Command Advisory Services Inc | Fort Worth | TX | 07/2019 | Present |
| First Command Insurance Services Inc | Fort Worth | TX | 07/2019 | Present |
(1) Name of the other business: Romero Planning Services LLC Whether the business is investment-related: Yes Address of the other business: El Paso, TX Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Oct 31, 2019 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: LLC is the flow thru for compensation and activities for advisor. (2) Name of the other business: Ironsides Texas LLC Whether the business is investment-related: Yes Address of the other business: 4712 Woodrow Bean Transmountain Drive Suite F, El Paso, Texas 79924 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Member The start date of your relationship: Sep 01, 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: 1 to 5 Briefly describe your duties relating to the other business: District LLC of which a member but not owner. LLC is used for payroll flow
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-26 |
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