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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-04 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
501 East Kennedy Blvd Suite 600, Tampa, FL 33606 • United States
Brandon, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Service Inc | Fort Worth | TX | 03/2022 | 11/2022 |
| Hillsborough County School District | Tampa | FL | 08/2011 | 09/2022 |
| Lynn And Line | Brandon | FL | 02/2020 | 11/2025 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 11/2022 | Present |
| First Command Advisory Services, Inc | Fort Worth | TX | 11/2022 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 11/2022 | Present |
| Kennedy Park Wealth Management, Llc | Tampa | FL | 09/2022 | 11/2022 |
Name of the other business: Premier Financial Planning, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 501 EAST KENNEDY BLVD SUITE 600 TAMPA, FL 33602 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: MGR ; The start date of your relationship: 8/3/2023 ; 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: This is the business that I use for my independent contractor business through First Command business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-02 |
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