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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 | 2023-09-13 |
| VA | RA | APPROVED | 2022-02-04 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
7960 Donegan Dr Suite 228, Manassas, VA 20109 • United States
Haymarket, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Manassas | VA | 11/2021 | 02/2022 |
| United States Navy | Washington | DC | 05/1993 | 12/2021 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 02/2022 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 02/2022 | Present |
| First Command Insurance Services | Fort Worth | TX | 02/2022 | Present |
Name of the other business: Octagon Strategies LLC Whether the business is investment-related: Yes Address of the other business: 7960 Donegan Dr, Suite 228, Manassas, VA 20109 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Dec 06, 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: Over 40 Briefly describe your duties relating to the other business: LLC for management of employees supporting business as FC advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
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