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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 2025-01-01
OH RA APPROVED 2024-06-12
  • FL RA
    APPROVED
    Since 2025-01-01
  • OH RA
    APPROVED
    Since 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

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 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
  • 04/2022 → 11/2022
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2021 → 12/2021
    Illuminate Mission Solutions
    Washington, DC
  • 03/2022 → 08/2022
    Pae
    Tampa, FL
  • 08/2022 → 11/2022
    Pasco County, Fl, Office Of The Supervisor Of Elections
    Land O' Lakes, FL
  • 07/2011 → 11/2021
    Department Of Defense (Dod)
    Washington, DC
  • 07/2022 → Present
    Metis Soultions, Llc
    Fredericksburg, VA
  • 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
  • 06/2024 → 07/2024
    Peraton
    Tampa, FL
  • 07/2024 → 04/2025
    Honu Solutions
    Vienna, VA
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-20
  • S66 Uniform Combined State Law Examination
    2022-10-20

View on SEC IAPD

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