Holly Anne Heath

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:

Current Employers

First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-10-22

TX RA
APPROVED

Since 2018-10-22

Branch Locations

Sun City, AZ • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Command Advisory Services	Fort Worth	TX	02/2015	Present
First Command Financial Planning, Inc.	Fort Worth	TX	02/2015	Present
First Command Insurance Services, Inc.	Fort Worth	TX	02/2015	Present

02/2015 → Present

First Command Advisory Services

Fort Worth, TX
02/2015 → Present

First Command Financial Planning, Inc.

Fort Worth, TX
02/2015 → Present

First Command Insurance Services, Inc.

Fort Worth, TX

Other Businesses

1) Name of the other business: Real Estate Properties ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: Rental Properties ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 01/2009 ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: <1/week ; Briefly describe your duties relating to the other business: Own properties. They are managed by a third party management company. (2) Name of the other business: Sun City Recreation Centers-Bell Stitchers Whether the business is investment-related: No Address of the other business: 10626 W Thunderbird Blvd, Sun City, AZ 85351 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Member The start date of your relationship: Sep 03, 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: None Briefly describe your duties relating to the other business: I am a member of the sewing club in my local community. We make items for sale and for charity. The monies from the items sold are used to purchase materials for the items donated. Each member is responsible for helping sell items when someone visits our room.