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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
FL RA APPROVED 2025-08-27
  • FL RA
    APPROVED
    Since 2025-08-27

Branch Locations

Navarre, FL • United States

1120 N Eglin Pkwy, Shalimar, FL 32579 • 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 11/2024 08/2025
Us Air Force Hurlburt Field FL 06/2003 08/2025
Spark Delivery Service Navarre FL 02/2025 Present
Shipt Navarre FL 02/2025 Present
First Command Brokerage Services, Inc. Fort Worth TX 08/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 08/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 08/2025 Present
  • 11/2024 → 08/2025
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 06/2003 → 08/2025
    Us Air Force
    Hurlburt Field, FL
  • 02/2025 → Present
    Spark Delivery Service
    Navarre, FL
  • 02/2025 → Present
    Shipt
    Navarre, FL
  • 08/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 08/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 08/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the business: Christmas Lights For You LLC Investment-related: No Address of business: 8668 Navarre PKWY #152, Navarre FL, 32566 Nature of business: Owner/Sole/Partner Position: Owner Title, or relationship with business: Owner Start date of your relationship: 19 Sep 2023 Approximate number of hours/month you devote to the business: Around 32 hours a month from November to Mid-January. Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I install Christmas lights to the exterior of homes during the holiday season. (2) Name of the business: Spark Delivery Service Investment-related: No Address of business: 702 S.W. 8th Street, Bentonville, AR 72716, Nature of business: Employment Position: Independent contractor/ delivery driver Title, or relationship with business: Independent contractor/ delivery driver Start date of your relationship: 28 Feb 2025 Approximate number of hours/month you devote to the business: Around 25 hours a month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I deliver groceries to customers that order online. (3) Name of the business: Shipt Delivery Service Investment-related: No Address of business: 17 20th St N Ste 600, Birmingham, AL 35203 Nature of business: Employment Position: Independent contractor/ delivery driver Title, or relationship with business: Independent contractor/ delivery driver Start date of your relationship: 28 Feb 2025 Approximate number of hours/month you devote to the business: Around 5 hours a month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I deliver groceries to customers that order online. (4) Name of the business: US Air Force Investment-related: No Address of business: 212 Lukasik Avenue , Hurlburt Field, FL 32544 Nature of business: Military Position: Distribution Superintendent Title, or relationship with business: Master Sergeant Start date of your relationship: 25 June 2003 Approximate number of hours/month you devote to the business: Around 0 hours a month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I am Active-Duty Military. I am the superintendent of distribution, and I am responsible for transportation requirements at Hurlburt Field Florida. I am in the process of retiring and I am participating in the skill-bridge (internship) program full time with First Command. I no longer report to my military position, but my effective retirement date is not until 31 August 2025.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-15
S63 Uniform Securities Agent State Law Examination 2025-05-30
  • S65 Uniform Investment Adviser Law Examination
    2025-07-15
  • S63 Uniform Securities Agent State Law Examination
    2025-05-30

View on SEC IAPD

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