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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
MA RA APPROVED 2025-05-29
  • MA RA
    APPROVED
    Since 2025-05-29

Branch Locations

Hudson, MA • United States

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

78 Blanchard Rd Suite 105, Burlington, MA 01803 • 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 10/2024 04/2025
Oakley Foxtrot Inc. Dba Fibrenew Concord Metrowest Hudson MA 04/2023 03/2025
Unemployed Hudson MA 11/2022 04/2023
Sea Machines Robotics Inc. Boston MA 02/2021 10/2022
Booz Allen Hamilton Westborough MA 06/2020 01/2021
Unemployed Hudson MA 04/2020 06/2020
Flir Systems Billerica MA 07/2015 04/2020
First Command Brokerage Services, Inc. Fort Worth TX 04/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2025 Present
  • 10/2024 → 04/2025
    First Command Brokerage Services Inc
    Fort Worth, TX
  • 04/2023 → 03/2025
    Oakley Foxtrot Inc. Dba Fibrenew Concord Metrowest
    Hudson, MA
  • 11/2022 → 04/2023
    Unemployed
    Hudson, MA
  • 02/2021 → 10/2022
    Sea Machines Robotics Inc.
    Boston, MA
  • 06/2020 → 01/2021
    Booz Allen Hamilton
    Westborough, MA
  • 04/2020 → 06/2020
    Unemployed
    Hudson, MA
  • 07/2015 → 04/2020
    Flir Systems
    Billerica, MA
  • 04/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 04/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: AMVETS Post 208 Whether the business is investment-related: No Address of the other business: 5 South St, Hudson MA 01749 Nature of the other business: Board Membership Your position, title, or relationship with the other business: E-Board The start date of your relationship: Nov 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: 1st Vice Commander of AMVETS Post 208 Hudson MA in charge of membership

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-12
S63 Uniform Securities Agent State Law Examination 2025-02-04
  • S65 Uniform Investment Adviser Law Examination
    2025-03-12
  • S63 Uniform Securities Agent State Law Examination
    2025-02-04

View on SEC IAPD

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