Bradley Wayne Witham

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  First Command Financial Services, Inc.
  Fort Worth, TX
• 08/2010 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 06/2010 → 11/2017
  United States Marine Corps
  Kansas City, MO
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX
• 06/2011 → Present
  United States Marine Corps Reserve
  New Orleans, LA

Other Businesses

Name of the other business: United States Marine Corps Reserve Whether the business is investment-related: No Address of the other business: MCSF New Orleans, LA Nature of the other business: Military Your position, title, or relationship with the other business: Marine Liaison Officer The start date of your relationship: Sep 01, 2011 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Management/ Leadership

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-30
• S63 Uniform Securities Agent State Law Examination
  2011-03-08