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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 | 2024-10-15 |
| TX | RA | APPROVED | 2023-08-14 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Aledo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Trophy Club | TX | 06/2021 | 12/2021 |
| Navy Federal Credit Union | Singapore | 07/2016 | 10/2017 | |
| Unemployed | Singapore | 11/2017 | 03/2019 | |
| Bank Of America, N.A. | Trophy Club | TX | 04/2019 | 06/2021 |
| Unemployed | Aledo | TX | 01/2022 | 07/2023 |
| First Command Advisory Services | Fort Worth | TX | 08/2023 | Present |
| First Command Brokerage Services | Fort Worth | TX | 08/2023 | Present |
| First Command Insurance Services | Fort Worth | TX | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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