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Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-04
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2022 → 11/2022
    First Command Brokerage Service Inc
    Fort Worth, TX
  • 08/2011 → 09/2022
    Hillsborough County School District
    Tampa, FL
  • 02/2020 → 11/2025
    Lynn And Line
    Brandon, FL
  • 11/2022 → Present
    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
  • 09/2022 → 11/2022
    Kennedy Park Wealth Management, Llc
    Tampa, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-02
  • S66 Uniform Combined State Law Examination
    2022-11-02

View on SEC IAPD

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