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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2024-06-17 |
| LA | RA | APPROVED | 2024-05-23 |
| TX | RA | APPROVED | 2017-09-06 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1325 Barksdale Boulevard Suite 207, Bossier City, LA 71111 • United States
Shreveport, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army Reserves | Fort Worth | TX | 10/2014 | Present |
| Centenary College Of Louisiana | Shreveport | LA | 08/2015 | 04/2017 |
| First Command Advisory Services | Fort Worth | TX | 05/2017 | 09/2017 |
| First Command Financial Planning Inc | Fort Worth | TX | 09/2017 | Present |
| First Command Advisory Services | Fort Worth | TX | 09/2017 | Present |
| First Command Insurance Services Inc. | Fort Worth | TX | 09/2017 | Present |
(1) Name of the other business: United States Army Reserves Whether the business is investment-related: No Address of the other business: 11280 White Settlement Rd, Fort Worth, TX 76108 Nature of the other business: Military Your position, title, or relationship with the other business: Soldier The start date of your relationship: 08/01/15 The approximate number of hours/month you devote to the other business: 1 - 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: Soldier in the United States Army Reserves (2) Name of the other business: Warrior's Shield LLC Whether the business is investment-related: No Address of the other business: Sierra Vista AZ Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Feb 15, 2023 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: Owner of LCC that is used to sign lease agreements. No dollars go through this LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-07 |
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