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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 | 2025-01-01 |
| OH | RA | APPROVED | 2024-06-12 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Beavercreek, OH • United States
4027 Colonial Glenn Hwy Suite 400, Beavercreek, OH 45431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 04/2022 | 11/2022 |
| Illuminate Mission Solutions | Washington | DC | 07/2021 | 12/2021 |
| Pae | Tampa | FL | 03/2022 | 08/2022 |
| Pasco County, Fl, Office Of The Supervisor Of Elections | Land O' Lakes | FL | 08/2022 | 11/2022 |
| Department Of Defense (Dod) | Washington | DC | 07/2011 | 11/2021 |
| Metis Soultions, Llc | Fredericksburg | VA | 07/2022 | 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 | 11/2022 | Present |
| Peraton | Tampa | FL | 06/2024 | 07/2024 |
| Honu Solutions | Vienna | VA | 07/2024 | 04/2025 |
(1)Name of the other business: METIS Soultions, llc ; Whether the business is investment-related: No ; Address of the other business: METIS Solutions, LLC, a PAE Company 5160 Lad Land Dr, Fredericksburg, VA, 22407 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Professor ; The start date of your relationship: 7/18/2022 ; 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: Be on retainer to support curriculum review for the SOF security cooperation course for up to 40 hours during the contract period. Course is offered by DoD Joint Special Operations University (JSOU). (2) Name of the other business: Harris Strategic Solutions, LLC ; Whether the business is investment-related: No ; Address of the other business: 29728 Morwen Place Wesley Chapel, FL 33543 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner Operator ; The start date of your relationship: 10/30/2023 ; 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: This is an LLC established for the purpose of facilitating potential consulting services opportunities related to defense policy, international relations, or business development in Latin America. (3) Name of the other business: Altamonte Wealth Management LLC ; Whether the business is investment-related: Yes ; Address of the other business: 501E Kennedy Blvd Ste 600 Tampa, FL 33602 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner/Operator ; The start date of your relationship: 8/16/2023 ; 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: IC Financial Advisor with First Command
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-20 |
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