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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-15 |
| TX | RA | APPROVED | 2020-07-27 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
12150 Monument Drive Suite 500, Fairfax, VA 22033 • United States
Woodbridge, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Services, Inc. | Fort Worth | TX | 10/2010 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 10/2010 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Bentley Mac Financial LLC DBA First Command Whether the business is investment-related: Yes Address of the other business: Woodbridge, VA Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner of Bentley Mac Financial LLC The start date of your relationship: Sep 01, 2022 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: Business entity was created to run my IC business as a DA with First Command
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-30 |
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