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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2017-07-17 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
208 West 7Th North St., Summerville, SC 29483 • United States
North Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | North Charleston | SC | 03/2017 | Present |
| Leidos | North Charleston | SC | 09/2013 | 03/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 05/2017 | 09/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2017 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 09/2017 | Present |
| First Command Insuracne Services, Inc. | Fort Worth | TX | 09/2017 | Present |
Name of the other business: St. Paul's Church Summerville Whether the business is investment-related: No Address of the other business: 316 West Carolina Avenue, Summerville, South Carolina 29483 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Finance Committee Chair The start date of your relationship: Jan 01, 2026 The approximate number of hours/month you devote to the other business: 6 to 10 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: I chair the standing committee which oversees financial operations for the 503(c)(3), including budget development, monthly income/expense review, long-range planning including an endowment and various multi-year strategic initiatives, and initiating/responding to an external annual audit. My specific duties entail being listed as a secondary approval signatory on operating accounts at a local bank, and being listed as backup secondary approval signatory on an investment account maintained at Edward Jones for redemption of stock transfer gifts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-15 |
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