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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-23 |
Branch Locations
1640 Powers Ferry Rd Bldg 24 Ste 100, Marietta, GA 30067 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Atlanta, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 04/2022 | 01/2023 |
| United States Army | Fort Irwin | CA | 03/2009 | 09/2022 |
| First Command Brokerage Services | Fort Worth | TX | 01/2023 | Present |
| First Command Advisory Services | Fort Worth | TX | 01/2023 | Present |
| First Command Insurance Services | Fort Worth | TX | 01/2023 | Present |
Name of the other business: Brown-Bailey LLC Whether the business is investment-related: Yes Address of the other business: Atlanta, GA Nature of the other business: Financial Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 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: None Briefly describe your duties relating to the other business: Brown-Bailey LLC is used just to run my First Command business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-24 |
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