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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 | 2022-10-05 |
| VA | RA | APPROVED | 2021-10-05 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
125 Woodstream Blvd Suite 115, Stafford, VA 22556 • United States
Stafford, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 02/2015 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 02/2015 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2015 | Present |
(1) Name of the other business: DonateStock Charitable ; Whether the business is investment-related: Yes ; Address of the other business: N/A ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Board Member ; The start date of your relationship: 11/1/2022 ; 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: 1 to 5 ; Briefly describe your duties relating to the other business: Oversee and direct business operations, set policies, approve business decisions, evaluate executive performances, and fulfill fiduciary responsibilities. (2) Name of the other business: The Chambers Firm, LLC Whether the business is investment-related: Yes Address of the other business: 125 Woodstream Blvd, Suite 115, Stafford, VA 22556 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: May 14, 2019 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: Over 40 Briefly describe your duties relating to the other business: Pass through entity for First Command business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-20 |
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