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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-09 |
| AL | RA | APPROVED | 2018-04-10 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Madison, AL • United States
1608 Four Mile Post Rd, Huntsville, AL 35802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 02/2018 |
| Keller Williams Madison | Madison | AL | 01/2016 | 04/2018 |
| First Command | Fort Worth | TX | 04/2018 | 04/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2018 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2018 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2018 | Present |
Name of the other business: Leading Edge Real Estate Whether the business is investment-related: No Address of the other business: 814 Palmer Road Suite Q Madison, AL 35758 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Realtor The start date of your relationship: 01/04/19 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: I am maintaining my real estate license and will do an occasional real estate sale for friends or family
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-15 |
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