Craig H Liguori

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

• 10/2015 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 11/2015 → 08/2019
  Bank Of America, N.A.
  Chandler, AZ
• 08/2019 → Present
  First Command Financial Services
  Fort Worth, TX

Previous Registrations

• 2015-10-21 → 2019-08-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2013-12-05 → 2015-10-06
  Edward Jones
  St Louis, MO
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

I*112415 For profit or not for profit: For-Profit Organization Name of outside business organization: Lyft incorporated Investment related: N Address of business: San Francisco, California 94107 Nature of business: Corporation, Position, title, association: Other, contracted employee Start date of relationship: 2/22/2018 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LIvery I*112859 For profit or not for profit: For-Profit Organization Name of outside business organization: Uber Investment related: N Address of business: 1455 Market STreet Suite 400, San Francisco, California 94103 Nature of business: Corporation, Compensation for Activity: Y Position, title, association: Part-Time, Start date of relationship: 3/16/2018 Number of hours devoted: 15 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Operator

Exams

• S66 Uniform Combined State Law Examination
  2013-11-18

Other Names

• Craig Liguori