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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-03 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
200 Camino Aguajito Suite 201, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 08/2025 | 10/2025 |
| Us Navy | San Diego | CA | 07/2019 | 06/2025 |
| Full-Time Education | San Jose | CA | 08/2015 | 06/2019 |
| Unemployed | San Jose | CA | 06/2019 | 07/2019 |
| Unemployed | San Jose | CA | 06/2025 | 08/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 10/2025 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 10/2025 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 10/2025 | Present |
(1) Name of the other business: Self Employed (CA Tax Preparer) Whether the business is investment-related: Yes Address of the other business: San Jose, CA Nature of the other business: Other OBA Your position, title, or relationship with the other business: CA Tax Preparer The start date of your relationship: Jun 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: None Briefly describe your duties relating to the other business: Files taxes for clients (2) Name of the other business: Self Employed (Notary) Whether the business is investment-related: No Address of the other business: San Jose, CA Nature of the other business: Other OBA Your position, title, or relationship with the other business: Notary The start date of your relationship: Apr 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: None Briefly describe your duties relating to the other business: CA Notary that performs duties whenever requested and time is sufficient (3) Name of the other business: Santa Clara County Library System Whether the business is investment-related: No Address of the other business: 160 North Main Street Milpitas, CA 95035 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Bilingual Tutor The start date of your relationship: Nov 05, 2025 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: None Briefly describe your duties relating to the other business: Community service position for the Santa Clara County Library System in Milpitas, CA that tutors adults and children in Vietnamese to improve their English skills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-11 |
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