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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 | 2019-02-06 |
| VA | RA | APPROVED | 2015-12-15 |
Branch Locations
5285 Shawnee Road Suite 305, Alexandria, VA 22312 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
| First Command Financial Planning, Inc | Fort Worth | TX | 10/2014 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 10/2014 | Present |
Name of the other business: Indian Springs Estates Homeowners Association Inc. Whether the business is investment-related: No Address of the other business: 7773 Julia Taft Way, Lorton, VA 22079 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Secretary The start date of your relationship: Sep 01, 2022 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Keeps minutes of all meetings of the Association and of the Board of Directors. Has charge of such books and papers as the Board may direct and as may be required for retention. Gives notices to Owners of any Assessments against lots. Provides Owners notice and copy of Rules and Regulations. Files annual reports. Facilitates review of Association records by Owners. Performs all other duties incident to the Office of Secretary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-18 |
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