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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2015-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2014 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 02/2014 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
| Penn State University | University Park | PA | 11/2021 | Present |
| South Middleton School District | Boiling Springs | PA | 11/2024 | Present |
(1) Name: Penn State University Investment-related: No Address: 202 Rec Hall University Park, PA 16802 Nature of the other business: Employment Your position: Athletic Event Support - Wrestling Start date: 11/18/21 The approximate number of hours/month you devote to the other business: 6 to 10 During securities trading hours: None Description of duties: Responsible for operating scoreboard/score clock for Penn State Wrestling's home matches. (2) Name of the other business: South Middleton School District Whether the business is investment-related: No Address of the other business: 4 Academy Street, Suite 100 Boiling Springs, PA 17007 Nature of the other business: Employment Your position, title, or relationship with the other business: Wrestling Coach The start date of your relationship: Nov 15, 2024 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: None Briefly describe your duties relating to the other business: Responsible for leading and training wrestlers in grades 7 - 9.Responsible for creating practice plans and workout routines tailored to the individual needs of each wrestler, as well as providing guidance and instruction during practice and competition.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-23 |
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