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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 2023-03-09
  • TX RA
    APPROVED
    Since 2023-03-09

Branch Locations

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

Mineral Wells, TX • 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
Edward Jones St Louis MO 04/2019 02/2022
Unemployed Aledo TX 10/2018 03/2019
Sears Holding Co Inc Hurst TX 10/2015 09/2018
Unemployed Weatherford TX 02/2022 06/2022
Allstate Insurance Co Arlington TX 05/2022 03/2023
First Command Financial Services Fort Worth TX 03/2023 Present
Chris And Sharon Shea Honey Farm Mineral Wells TX 05/2021 Present
Rental Property Weatherford TX 08/2023 Present
First Command Advisory Services Fort Worth TX 03/2023 Present
First Command Brokerage Services Fort Worth, Tx TX 03/2023 Present
First Command Insurance Services Fort Worth TX 03/2023 Present
  • 04/2019 → 02/2022
    St Louis, MO
  • 10/2018 → 03/2019
    Unemployed
    Aledo, TX
  • 10/2015 → 09/2018
    Sears Holding Co Inc
    Hurst, TX
  • 02/2022 → 06/2022
    Unemployed
    Weatherford, TX
  • 05/2022 → 03/2023
    Allstate Insurance Co
    Arlington, TX
  • 03/2023 → Present
    First Command Financial Services
    Fort Worth, TX
  • 05/2021 → Present
    Chris And Sharon Shea Honey Farm
    Mineral Wells, TX
  • 08/2023 → Present
    Rental Property
    Weatherford, TX
  • 03/2023 → Present
    Fort Worth, TX
  • 03/2023 → Present
    First Command Brokerage Services
    Fort Worth, Tx, TX
  • 03/2023 → Present
    First Command Insurance Services
    Fort Worth, TX
Previous Registrations
Other Businesses

(1) Name of the other business: Chris and Sharon Shea Honey Farm ; Whether the business is investment-related: No ; Address of the other business: 575 Withers Road, Mineral Wells, TX 76067 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Partner with Wife and daughter ; The start date of your relationship: 5/1/2021 ; 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: I lease space on my property in Mineral Wells to JC's Bee Keeping for 9 Bee Hives (2) Name of the other business: Chris and Sharon Shea- Rental Property ; Whether the business is investment-related: No ; Address of the other business: 1556 Stetson Dr. Weatherford TX 76087 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Landlord/Owner ; The start date of your relationship: 8/16/2023 ; 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: I'm planning to rent my house in Weatherford TX. I'll be a landlord with my wife.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-08
  • S66 Uniform Combined State Law Examination
    2019-07-08
Other Names
  • Chris Shea

View on SEC IAPD

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