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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 2018-02-16
  • TX RA
    APPROVED
    Since 2018-02-16

Branch Locations

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

4712 Woodrow Bean Transmountain Dr Suite F, El Paso, TX 79924 • United States

El Paso, TX • 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
Unemployed El Paso TX 02/2017 Present
U.S. Army Ft. Bliss TX 04/2014 02/2017
First Command Financial Planning Fort Worth TX 12/2017 Present
  • 02/2017 → Present
    Unemployed
    El Paso, TX
  • 04/2014 → 02/2017
    U.S. Army
    Ft. Bliss, TX
  • 12/2017 → Present
    First Command Financial Planning
    Fort Worth, TX
Other Businesses

Name of the other business: Ironsides TX, LLC. ; Whether the business is investment-related: Yes ; Address of the other business: 4712 Woodrow Bean Suite F, El Paso, TX 79924 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Membership Interest ; The start date of your relationship: 9/16/2021 ; 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: 1 to 5 ; Briefly describe your duties relating to the other business: 12.5% Membership interest in owning the LLC. The LLC is the entity that serves as the First Command El Paso, TX District who's sole purpose is to conduct leasing, payroll, liability protection, and other District expenses through. This LLC. is not designed to make profits from and its only revenue is from Advisor's contributing their portion of monthly office expenses to pay for their practice and reimburse the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-01
  • S66 Uniform Combined State Law Examination
    2018-02-01

View on SEC IAPD

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