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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 | 2026-07-21 |
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
3033 S. Parker Rd #400, Aurora, CO 80014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 05/2017 | 05/2025 |
| Yodle | Austin | TX | 11/2016 | 03/2017 |
| Concentrix | Belfast | 02/2015 | 09/2016 | |
| Charles Schwab Bank, Ssb | Dallas | TX | 09/2018 | 05/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 07/2026 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2026 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2026 | Present |
| None | Dallas | TX | 05/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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