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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-11-19 |
| TX | RA | APPROVED | 2021-12-08 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Weatherford, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Saint Louis | MO | 11/2011 | 10/2016 |
| Wells Fargo Advisors Llc | Salt Lake City | UT | 11/2011 | 10/2016 |
| Scottrade, Inc. | St. Louis | MO | 10/2016 | 06/2017 |
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 06/2017 | 06/2018 |
| Morgan Stanley | Phoenix | AZ | 06/2018 | 10/2021 |
| First Command | Fort Worth | TX | 11/2021 | Present |
| First Command Advisory Services | Fort Worth | TX | 11/2021 | Present |
| First Command Brokerage Services | Fort Worth | TX | 11/2021 | Present |
| First Command Insurance Services | Fort Worth | TX | 11/2021 | Present |
Name of the other business: Oasis Housing Whether the business is investment-related: No Address of the other business: 6882 Crest Street, West Valley City, UT 84128 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Board Member The start date of your relationship: May 01, 2026 The approximate number of hours/month you devote to the other business: 1 to 5 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 have been invited to serve on the Board of Directors for Oasis Housing, a nonprofit organization dedicated to providing housing and support services to individuals with mental disabilities. In this role, my responsibilities will include offering strategic guidance, participating in board meetings, supporting organizational governance, and contributing to the advancement of the organization's mission. My involvement is advisory in nature, does not include day-to-day operations, and is unrelated to my role at First Command or the financial services industry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-02 |
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