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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2015-12-15 |
| TX | RA | APPROVED | 2015-12-15 |
Branch Locations
1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2010 | Present |
| First Command Financial Services, Inc. | Fort Worth | TX | 04/2010 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1)Name of the other business: Tres Shocker, LLC ; Whether the business is investment-related: No ; Address of the other business: 15044 Pole Pine Point Colorado Springs CO 80908 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: President ; The start date of your relationship: 1/15/2022 ; 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: Make sure bills are paid, mail is read and reviewed. Final decision on contracts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-12 |
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