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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 2026-05-27
  • VA RA
    APPROVED
    Since 2026-05-27

Branch Locations

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

241 18Th St S 303, Arlington, VA 22202 • 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 08/2025 06/2026
Clark Construction Group Llc Mclean VA 07/2020 08/2025
Trinity Group Construction Herndon VA 05/2019 08/2019
Full-Time Education Reston VA 08/2010 05/2019
Full-Time Education Charlottesville VA 08/2019 05/2020
Unemployed Reston VA 05/2020 07/2020
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
  • 08/2025 → 06/2026
    First Command Brokerage Services Inc.
    Fort Worth, TX
  • 07/2020 → 08/2025
    Clark Construction Group Llc
    Mclean, VA
  • 05/2019 → 08/2019
    Trinity Group Construction
    Herndon, VA
  • 08/2010 → 05/2019
    Full-Time Education
    Reston, VA
  • 08/2019 → 05/2020
    Full-Time Education
    Charlottesville, VA
  • 05/2020 → 07/2020
    Unemployed
    Reston, 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-05
S63 Uniform Securities Agent State Law Examination 2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2026-05-05
  • S63 Uniform Securities Agent State Law Examination
    2026-02-27
Other Names
  • Chase Berlin

View on SEC IAPD

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