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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
2101 Pat Booker Rd Suite 108, University City, TX 78148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Service, Inc | Fort Worth | TX | 07/2022 | 04/2023 |
| Usaf | Jbsa Fsh | TX | 02/2003 | 05/2023 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 04/2023 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2023 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2023 | Present |
Name of the other business: S J Wealth, LLC Whether the business is investment-related: Yes Address of the other business: 2101 Pat Booker Rd, STE 108, Universal City, TX 78148 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Financial Advisor/Owner The start date of your relationship: Feb 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: S J Wealth LLC is the business formed to facilitate my advisor role First Command.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-12 |
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