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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
TX RA APPROVED 2026-02-10
  • TX RA
    APPROVED
    Since 2026-02-10

Branch Locations

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

Arlington, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Ft Worth TX 12/2014 09/2021
Avantax Investment Services Inc Dallas TX 10/2021 09/2025
Advantax Advisory Services Dallas TX 10/2021 Present
Cetera Investment Services Llc Saint Cloud MN 08/2024 Present
Cetera Financial Specialists Llc Schaumburg IL 08/2024 Present
Cetera Advisors Llc Greenwood Village CO 08/2024 Present
Cetera Wealth Services, Llc El Segundo CA 08/2024 Present
Avantax Insurance Agency And/Or Avantax Insurance Services. Dallas TX 10/2021 09/2025
Cetera Wealth Services, Llc Dallas TX 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
First Command Financial Services, Inc Fort Worth TX 01/2026 Present
Uber/Door Dash San Francisco CA 01/2020 Present
  • 12/2014 → 09/2021
    First Command
    Ft Worth, TX
  • 10/2021 → 09/2025
    Avantax Investment Services Inc
    Dallas, TX
  • 10/2021 → Present
    Advantax Advisory Services
    Dallas, TX
  • 08/2024 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 08/2024 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 08/2024 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 08/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 10/2021 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services.
    Dallas, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Dallas, TX
  • 09/2025 → Present
    Schaumburg, IL
  • 01/2026 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 01/2020 → Present
    Uber/Door Dash
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-09
S63 Uniform Securities Agent State Law Examination 2015-03-26
  • S66 Uniform Combined State Law Examination
    2018-09-09
  • S63 Uniform Securities Agent State Law Examination
    2015-03-26
Other Names
  • Lakisha K Brown
  • Lakisha Kawon Brown

View on SEC IAPD

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