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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
NC RA APPROVED 2026-01-14
  • NC RA
    APPROVED
    Since 2026-01-14

Branch Locations

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

200 Valencia Dr Suite 172, Jacksonville, NC 28546 • 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 01/2025 01/2026
Choise Maid Llc. Newport NC 03/2025 Present
Spectrum Communications Newport NC 03/2010 01/2025
Live Oak Developments, Llc Morehead City NC 07/2017 12/2023
First Command Brokerage Services, Inc. Fort Worth TX 01/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2026 Present
  • 01/2025 → 01/2026
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 03/2025 → Present
    Choise Maid Llc.
    Newport, NC
  • 03/2010 → 01/2025
    Spectrum Communications
    Newport, NC
  • 07/2017 → 12/2023
    Live Oak Developments, Llc
    Morehead City, NC
  • 01/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Choice Maid LLC. Whether the business is investment-related: No Address of the other business: 106 Bayberry Rd., Newport, NC 28570 Nature of the other business: Employment Your position, title, or relationship with the other business: Cleaner The start date of your relationship: Mar 14, 2025 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: 1 to 5 Briefly describe your duties relating to the other business: cleaning of restaurant, businesses and homes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-22
S63 Uniform Securities Agent State Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-12-22
  • S63 Uniform Securities Agent State Law Examination
    2025-09-29

View on SEC IAPD

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