Best Investors
Account
Sign in
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED_RES | 2025-02-26 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1640 Powers Ferry Rd, Bldg 24, Suite 100,, Marietta, GA 30067 • United States
Suwanee, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 02/2022 | 06/2022 |
| Warren County Sheriff's Office | Lebanon | OH | 06/2015 | 06/2022 |
| First Command Brokerage Services | Fort Worth | TX | 06/2022 | Present |
| First Command Advisory Services | Fort Worth | TX | 06/2022 | Present |
| First Command Insurance Services | Fort Worth | TX | 06/2022 | Present |
(1) Name of the other business: Mental Health America of Norther Kentucky & Southwest Ohio Whether the business is investment-related: No Address of the other business: 11238 Cornell Park Drive, Blue Ash, OH 45242 Nature of the other business: Education/Training Your position, title, or relationship with the other business: Guest Speaker The start date of your relationship: Oct 28, 2024 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: I will conduct compliance approved Financial Briefs to different business and organizations they work with. Their organization is funded by grants and they compensate their guest speakers for their time. I will have no direct affiliation with MHA other than being their outside guest speaker for financial education. I will also not be their employee. They will have me fill out a W9 and I will invoice them for my time. They operate through grants so it's important they pay their speakers so they continue to get grant funds for the work they do. MHA does multiple (2) Name of the other business: Centennial Financial Planning, LLC Whether the business is investment-related: Yes Address of the other business: 1640 Powers Ferry Road Building 24, Suite 100, Marietta, Georgia 30067 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Apr 01, 2025 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: LLC used for DA business to pay employees for their administrative services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-15 |
Reach out to this advisor