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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 2026-05-14
UT RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2026-05-14
  • UT RA
    APPROVED
    Since 2025-07-10

Branch Locations

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

2307 N. Hill Field Rd. Suite 104, Layton, UT 84041 • 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 11/2024 07/2025
Wayfair Boston MA 10/2013 10/2023
Unemployed / Homemaker Willard UT 10/2023 11/2024
First Command Brokerage Services, Inc. Fort Worth TX 07/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 07/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 07/2025 Present
  • 11/2024 → 07/2025
    First Command Brokerage Services Inc.
    Fort Worth, TX
  • 10/2013 → 10/2023
    Wayfair
    Boston, MA
  • 10/2023 → 11/2024
    Unemployed / Homemaker
    Willard, UT
  • 07/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 07/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 07/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-02
S63 Uniform Securities Agent State Law Examination 2025-04-09
  • S65 Uniform Investment Adviser Law Examination
    2025-07-02
  • S63 Uniform Securities Agent State Law Examination
    2025-04-09
Other Names
  • Becky Jo Goddard

View on SEC IAPD

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