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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 | 2024-10-23 |
| AL | RA | APPROVED | 2024-04-17 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Athens, AL • United States
1608 Four Mile Post Rd, Huntsville, AL 35802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 11/2022 | 04/2024 |
| Us Army | El Paso | TX | 12/2014 | 11/2023 |
| 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 |
Name of the other business: Wise Wolf Financial, LLC Whether the business is investment-related: Yes Address of the other business: 23689 Lanes Way, Athens, AL, 35613 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Chief Executive Officer The start date of your relationship: May 13, 2024 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: This is my personal LLC that I formed in preparation of becoming an independent contractor advisor with First Command. There is not any business income other than from First Command.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-01 |
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