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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
GA RA APPROVED 2024-04-22
  • GA RA
    APPROVED
    Since 2024-04-22

Branch Locations

11175 Cicero Drive, Ste 100, Alpharetta, GA 30022 • United States

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

Lawrenceville, GA • 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 Service Inc Fort Worth TX 11/2022 06/2023
Rgnext Vandenberg CA 05/2020 02/2024
Hardy Diagnostics Santa Maria CA 05/2017 05/2020
Primus Labs Santa Maria CA 12/2013 06/2017
First Command Brokerage Services, Inc Fort Worth TX 06/2023 06/2023
First Command Advisory Services , Inc Fort Worth TX 06/2023 06/2023
First Command Insurance Services , Inc. Fort Worth TX 06/2023 06/2023
First Command Brokerage Services Fort Worth TX 12/2023 04/2024
First Command Brokerage Services Fort Worth TX 04/2024 Present
First Command Advisory Services Fort Worth TX 04/2024 Present
First Command Insurance Services Fort Worth TX 04/2024 Present
  • 11/2022 → 06/2023
    First Command Brokerage Service Inc
    Fort Worth, TX
  • 05/2020 → 02/2024
    Rgnext
    Vandenberg, CA
  • 05/2017 → 05/2020
    Hardy Diagnostics
    Santa Maria, CA
  • 12/2013 → 06/2017
    Primus Labs
    Santa Maria, CA
  • 06/2023 → 06/2023
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 06/2023 → 06/2023
    First Command Advisory Services , Inc
    Fort Worth, TX
  • 06/2023 → 06/2023
    First Command Insurance Services , Inc.
    Fort Worth, TX
  • 12/2023 → 04/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 04/2024 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 04/2024 → Present
    Fort Worth, TX
  • 04/2024 → Present
    First Command Insurance Services
    Fort Worth, TX
Previous Registrations
Other Businesses

Name of the other business: Park Financial Whether the business is investment-related: Yes Address of the other business: 1640 Powers Ferry Rd Bldg 24, Suite 100, Marietta, GA 30067 Nature of the other business: Employment Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 16, 2025 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: None Briefly describe your duties relating to the other business: Business for conducting business as First Command financial advisor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
  • S66 Uniform Combined State Law Examination
    2023-05-25

View on SEC IAPD

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