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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 2023-11-13
  • GA RA
    APPROVED
    Since 2023-11-13

Branch Locations

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

2591 Hwy 17 Ste 200, Richmond Hill, GA 31324 • United States

Midway, 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 Services Fort Worth TX 07/2023 11/2023
Us Army 409 N Lightning Rd GA 07/2011 01/2024
First Command Brokerage Services Inc Fort Worth TX 11/2023 Present
First Command Advisory Services Fort Worth TX 11/2023 Present
First Command Insurance Services, Inc. Fort Worth TX 11/2023 Present
  • 07/2023 → 11/2023
    First Command Brokerage Services
    Fort Worth, TX
  • 07/2011 → 01/2024
    Us Army
    409 N Lightning Rd, GA
  • 11/2023 → Present
    First Command Brokerage Services Inc
    Fort Worth, TX
  • 11/2023 → Present
    Fort Worth, TX
  • 11/2023 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: REN Consulting Whether the business is investment-related: No Address of the other business: 67 Caraway Ct., Midway, GA 31320 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Aug 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: 1 to 5 Briefly describe your duties relating to the other business: Owner of the corporation, corporation exists solely to receive my commissions and pay out payroll in order to utilize tax benefits of independent contractor status. Corporation does not serve any other purpose, have any other employees, or sell or market any products or services as its own entity. (2) Name of the other business: Richmond Hill, Ga American Legion Whether the business is investment-related: No Address of the other business: No address has been established at this time Nature of the other business: Board Membership Your position, title, or relationship with the other business: Finance Officer The start date of your relationship: Jul 18, 2026 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: Handle finance transactions for the post's activities, fund raising events, and pay for items/supplies as needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-22
  • S66 Uniform Combined State Law Examination
    2023-10-22

View on SEC IAPD

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