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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
VA RA APPROVED 2026-05-26
  • VA RA
    APPROVED
    Since 2026-05-26

Branch Locations

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

870 Greenbrier Circle, Ste 604, Chesapeake, VA 23320 • 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 06/2025 06/2026
Massive & Company Llc Park City UT 01/2024 04/2025
Shelf Engine Seattle WA 11/2022 01/2023
Performcb Sarasota FL 04/2019 11/2022
Expedia Group Dallas TX 07/2017 04/2019
Cvent Dallas TX 04/2016 07/2017
Self Employed -- Owner Of Short Term Rental Virginia Beach VA 01/2023 01/2024
Self Employed -- Owner Of Short Term Rental Virginia Beach VA 04/2025 06/2025
First Command Brokerage Services, Inc. Fort Worth TX 06/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 06/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 06/2026 Present
  • 06/2025 → 06/2026
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2024 → 04/2025
    Massive & Company Llc
    Park City, UT
  • 11/2022 → 01/2023
    Shelf Engine
    Seattle, WA
  • 04/2019 → 11/2022
    Performcb
    Sarasota, FL
  • 07/2017 → 04/2019
    Expedia Group
    Dallas, TX
  • 04/2016 → 07/2017
    Cvent
    Dallas, TX
  • 01/2023 → 01/2024
    Self Employed -- Owner Of Short Term Rental
    Virginia Beach, VA
  • 04/2025 → 06/2025
    Self Employed -- Owner Of Short Term Rental
    Virginia Beach, VA
  • 06/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 06/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 06/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Personal business - short-term rental property Whether the business is investment-related: No Address of the other business: Virginia Beach, VA 23451 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Property Owner The start date of your relationship: Apr 01, 2022 The approximate number of hours/month you devote to the other business: 6 to 10 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 rent out my house through Airbnb for short-term renters.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-20
S63 Uniform Securities Agent State Law Examination 2026-03-17
  • S65 Uniform Investment Adviser Law Examination
    2026-05-20
  • S63 Uniform Securities Agent State Law Examination
    2026-03-17

View on SEC IAPD

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