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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
SC RA APPROVED 2025-01-21
  • SC RA
    APPROVED
    Since 2025-01-21

Branch Locations

Beaufort, SC • United States

2015 Boundary Street Suite 210, Beaufort, SC 29902 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 01/2025
Polaris Tech Charter School Ridgeland SC 08/2023 09/2024
Ever'mAn Cooperative Pensacola FL 01/2023 07/2023
Stafford County Public School System Stafford VA 08/2022 12/2022
Mathnasium Brentwood TN 01/2019 04/2021
Mathnasium Franklin TN 04/2021 07/2022
Preston Taylor Ministery Nashville TN 10/2018 02/2020
Aletheia Digital Columbus GA 05/2019 11/2019
Callaway Gardens Resport And Spa Pine Mountain GA 05/2019 08/2019
Belmont University Tutoring Center Nashville TN 08/2019 04/2021
Callaway Gardens Resort And Spa Pine Mountain GA 05/2018 08/2018
Fdr State Park - Liberty Bell Pool Pine Mountain GA 05/2017 08/2017
Harris County Soccer Association Hamilton GA 09/2014 05/2018
First Command Brokerage Services, Inc. Fort Worth TX 01/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2025 Present
  • 10/2024 → 01/2025
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 08/2023 → 09/2024
    Polaris Tech Charter School
    Ridgeland, SC
  • 01/2023 → 07/2023
    Ever'mAn Cooperative
    Pensacola, FL
  • 08/2022 → 12/2022
    Stafford County Public School System
    Stafford, VA
  • 01/2019 → 04/2021
    Mathnasium
    Brentwood, TN
  • 04/2021 → 07/2022
    Mathnasium
    Franklin, TN
  • 10/2018 → 02/2020
    Preston Taylor Ministery
    Nashville, TN
  • 05/2019 → 11/2019
    Aletheia Digital
    Columbus, GA
  • 05/2019 → 08/2019
    Callaway Gardens Resport And Spa
    Pine Mountain, GA
  • 08/2019 → 04/2021
    Belmont University Tutoring Center
    Nashville, TN
  • 05/2018 → 08/2018
    Callaway Gardens Resort And Spa
    Pine Mountain, GA
  • 05/2017 → 08/2017
    Fdr State Park - Liberty Bell Pool
    Pine Mountain, GA
  • 09/2014 → 05/2018
    Harris County Soccer Association
    Hamilton, GA
  • 01/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Self Whether the business is investment-related: No Address of the other business: 14 Saluda Way, Beafort, SC, 29906 Nature of the other business: Education/Training Your position, title, or relationship with the other business: Tutor The start date of your relationship: May 01, 2024 The approximate number of hours/month you devote to the other business: 11 to 20 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 have a few tutoring clients in my neighborhood. I tutor math and reading for K-12 students. (2) Name of the other business: Daymarker Consulting LLC Whether the business is investment-related: No Address of the other business: 14 Saluda Way Beaufort SC 29906 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 13, 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: 1 to 5 Briefly describe your duties relating to the other business: LLC established solely for the purpose of operating as an independent contractor financial advisor. Daymarker Consulting LLC is used for business expenses and payroll for me as a First Command IC. It is also set up as to aid with future employee hiring and compensation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2024-12-09
Other Names
  • Sarah Eldridge Schaeffer
  • Elle Schaeffer
  • Elle Hargis

View on SEC IAPD

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