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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-14 |
| TN | RA | APPROVED | 2020-06-30 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
541 N Mt Juliet Rd Suite 2202, Mount Juliet, TN 37122 • United States
Mount Juliet, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning | Fort Worth | TX | 06/2013 | Present |
| United States Army Reserve | Sacramento | CA | 10/2005 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 06/2013 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name: Department of Defense Investment-related: No Address: 0084 TC GRT LAKES TD 1 BD DET2 3598 BELL ROAD, NASHVILLE, TN 37214-2677 Nature of the other business: Military Your position: Army Officer Start date: 05/01/20 The approximate number of hours/month you devote to the other business: 11 - 20 During securities trading hours: None Description of duties: I have rejoined the Army reserves since last year's checklist.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-24 |
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