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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
615 Wooten Road Suite 130 Colorado Springs, Colorado Springs, CO 80920 • 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 | 11/2021 | 02/2022 |
| Hitachi High-Tech | Hillsboro | OR | 05/2016 | 10/2021 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 02/2022 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 02/2022 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2022 | Present |
| U.S. Army | Aurora | CO | 03/2023 | Present |
Name of the other business: U.S. Army Whether the business is investment-related: No Address of the other business: 55 Potomac St, Aurora, CO 80012 Nature of the other business: Military Your position, title, or relationship with the other business: Signal Officer/O-1E The start date of your relationship: Mar 22, 2023 The approximate number of hours/month you devote to the other business: 11 to 20 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: Leading a platoon of 1-15 Soldiers providing networks support to the warfighter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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