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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
TX RA APPROVED 2025-12-11
OK RA APPROVED 2025-08-18
  • TX RA
    APPROVED
    Since 2025-12-11
  • OK RA
    APPROVED
    Since 2025-08-18

Branch Locations

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

309 Sw 11Th St Ste 101, Lawton, OK 73501 • United States

Geronimo, OK • 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 04/2025 08/2025
United States Air Force Tampa FL 06/2016 08/2025
Unemployed Stockton CA 06/2015 06/2016
First Command Brokerage Services, Inc. Fort Worth TX 08/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 08/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 08/2025 Present
  • 04/2025 → 08/2025
    First Command Brokerage Service Inc
    Fort Worth, TX
  • 06/2016 → 08/2025
    United States Air Force
    Tampa, FL
  • 06/2015 → 06/2016
    Unemployed
    Stockton, CA
  • 08/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 08/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 08/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Rental Property Whether the business is investment-related: No Address of the other business: 7214 S Desoto St Tampa FL 33616 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Homeowner The start date of your relationship: Aug 18, 2025 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: None, homeowner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-02
S63 Uniform Securities Agent State Law Examination 2025-07-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-02
  • S63 Uniform Securities Agent State Law Examination
    2025-07-12
Other Names
  • Cassidy Ley-Han Elms

View on SEC IAPD

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