Joshua Thomas Shirley

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

Authority	Category	Status	Date
TX	RA	APPROVED	2015-12-15

TX RA
APPROVED

Since 2015-12-15

Branch Locations

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

Arlington, TX • 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

Organization	City	State	From	To
Texas A&M University	College Station	TX	08/2004	Present
First Command Financial Planning, Inc.	Fort Worth	TX	08/2008	Present
First Command Financial Services, Inc.	Fort Worth	TX	08/2008	Present
First Command Advisory Services	Fort Worth	TX	12/2015	Present

08/2004 → Present

Texas A&M University

College Station, TX
08/2008 → Present

First Command Financial Planning, Inc.

Fort Worth, TX
08/2008 → Present

First Command Financial Services, Inc.

Fort Worth, TX
12/2015 → Present

First Command Advisory Services

Fort Worth, TX

Other Businesses

Name of the other business: Yamaoroza Apothecary and Teas LLC Whether the business is investment-related: No Address of the other business: 5900 Balcones Drive Ste 100, Austin, TX 78731 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Partner The start date of your relationship: Sep 15, 2024 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: Spouse and I are listed as owners of the business. My role consists of physical setup/tear down for events and transportation of products. (I normally spend about 2-4 hours a month for support over the weekend).

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-10-31
S63	Uniform Securities Agent State Law Examination	2008-10-16

S65 Uniform Investment Adviser Law Examination

2008-10-31
S63 Uniform Securities Agent State Law Examination

2008-10-16

View on SEC IAPD