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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
OK RA APPROVED 2025-09-17
MD RA APPROVED 2025-03-04
TX RA APPROVED 2023-08-24
  • OK RA
    APPROVED
    Since 2025-09-17
  • MD RA
    APPROVED
    Since 2025-03-04
  • TX RA
    APPROVED
    Since 2023-08-24

Branch Locations

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

Jbsa-Lackland, TX • United States

7361 Calhoun Place Suite 426, Rockville, MD 20855 • 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 05/2022 09/2022
Full Time Student Atchison KS 08/2017 05/2021
University Of Nebraska Lincoln, Lied Center For Performing Arts Lincoln NE 05/2018 08/2018
Benedictine College Atchison KS 09/2018 05/2021
New Theatre And Restaurant Kansas City KS 03/2018 03/2018
Congressional Campaign For Jeff Fortenberry Lincoln NE 07/2019 08/2019
Starlight Theatre Kansas City MO 05/2019 06/2019
Alnaca Mcdonald's Lincoln NE 04/2020 02/2021
Homemaker/Full-Time Mom Jb Andrews MD 08/2021 09/2022
Pius X High School Lincoln NE 08/2012 05/2017
Self Employed - Music Instructor Jb Andrews MD 08/2022 Present
First Command Insurance Services, Inc. Fort Worth TX 09/2022 Present
First Command Advisory Services, Inc. Fort Worth TX 09/2022 Present
First Command Brokerage Services, Inc. Fort Worth TX 09/2022 Present
  • 05/2022 → 09/2022
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 08/2017 → 05/2021
    Full Time Student
    Atchison, KS
  • 05/2018 → 08/2018
    University Of Nebraska Lincoln, Lied Center For Performing Arts
    Lincoln, NE
  • 09/2018 → 05/2021
    Benedictine College
    Atchison, KS
  • 03/2018 → 03/2018
    New Theatre And Restaurant
    Kansas City, KS
  • 07/2019 → 08/2019
    Congressional Campaign For Jeff Fortenberry
    Lincoln, NE
  • 05/2019 → 06/2019
    Starlight Theatre
    Kansas City, MO
  • 04/2020 → 02/2021
    Alnaca Mcdonald's
    Lincoln, NE
  • 08/2021 → 09/2022
    Homemaker/Full-Time Mom
    Jb Andrews, MD
  • 08/2012 → 05/2017
    Pius X High School
    Lincoln, NE
  • 08/2022 → Present
    Self Employed - Music Instructor
    Jb Andrews, MD
  • 09/2022 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 09/2022 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 09/2022 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Violin Lessons ; Whether the business is investment-related: No ; Address of the other business: 2425 Kisling Court San Antonio, TX 78236 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Teacher/owner ; The start date of your relationship: 10/3/2022 ; 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: I am a teacher to one student for violin lessons from my home (2) Name of the other business: Wandering Wands Travel Whether the business is investment-related: No Address of the other business: 12013 128th Street Ct E, Puyallup, WA 98374 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Travel Agent The start date of your relationship: Jan 20, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Planning Disney vacations as a Travel Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-10
  • S66 Uniform Combined State Law Examination
    2022-08-10
Other Names
  • Elizabeth May Fortenberry

View on SEC IAPD

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