Summer Marie Aldrich

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 02/2023
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 11/2017 → 09/2022
  Us Army
  Schofield Barracks, HI
• 05/2017 → 11/2017
  Us Army
  Fort Lee, VA
• 07/2013 → 05/2017
  United States Military Academy
  West Point, NY
• 02/2022 → 11/2022
  American Financial Network, Inc
  St. Louis, MO
• 02/2023 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 02/2023 → Present
  First Command Advisory Services, Inc
  Fort Worth, TX
• 02/2023 → Present
  First Command Insurance Services, Inc
  Fort Worth, TX
• 04/2017 → Present
  Arbonne International Llc
  Irvine, CA
• 05/2017 → Present
  Us Army Reserves
  Doral, FL
• 01/2023 → Present
  Aldrich Rides
  Delray Beach, FL
• 06/2022 → Present
  Summerbelle Entertainment Llc
  Reston, VA

Other Businesses

(1) Name of the other business: Arbonne International LLC ; Whether the business is investment-related: No ; Address of the other business: 9400 Jeronimo Road Irvine, CA 92618 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: Independent Consultant ; The start date of your relationship: 4/1/2017 ; 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: Independent consultant for nutrition, health, and beauty supplies (2) Name of the other business: US Army ; Whether the business is investment-related: No ; Address of the other business: 9301 NW 33rd St Doral, FL 33172 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Officer ; The start date of your relationship: 5/27/2017 ; The approximate number of hours/month you devote to the other business: 21 to 40 ; The number of hours you devote to the other business during securities trading hours: 21 to 40 ; Briefly describe your duties relating to the other business: Currently in the Army Reserve Element at USSOUTHCOM (3) Name of the other business: Aldrich Rides ; Whether the business is investment-related: No ; Address of the other business: 636 Lakewoode Cir E Delray Beach, FL 33445 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: Co-owner ; The start date of your relationship: 1/1/2023 ; 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: Provide cars for rental on Turo (4) Name of the other business: Summerbelle Entertainment LLC ; Whether the business is investment-related: No ; Address of the other business: 2493 Fox Trot Terrace Reston, VA 20191 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 6/1/2022 ; 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: Entertainment in regards to singing, writing, and modeling

Exams

• S66 Uniform Combined State Law Examination
  2023-01-25

Other Names

• Summer Marie Thomas