Brooke Rose Lazzarini

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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01
GA	RA	APPROVED	2024-04-02
TX	RA	APPROVED	2018-09-12

FL RA
APPROVED

Since 2025-01-01
GA RA
APPROVED

Since 2024-04-02
TX RA
APPROVED

Since 2018-09-12

Branch Locations

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

Hilliard, FL • United States

320 1St Street N Suite 601, Jacksonville Beach, FL 32250 • 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

Organization	City	State	From	To
89Th Military Police Brigade, United States Army	Ft Hood	TX	07/2012	03/2018
First Command	Fort Worth	TX	11/2017	07/2018
First Command Financial Planning, Inc	Fort Worth	TX	07/2018	Present
First Command Advisory Services, Inc	Fort Worth	TX	07/2018	Present
First Command Insurance Services, Inc	Fort Worth	TX	07/2018	Present

07/2012 → 03/2018

89Th Military Police Brigade, United States Army

Ft Hood, TX
11/2017 → 07/2018

First Command

Fort Worth, TX
07/2018 → Present

First Command Financial Planning, Inc

Fort Worth, TX
07/2018 → Present

First Command Advisory Services, Inc

Fort Worth, TX
07/2018 → Present

First Command Insurance Services, Inc

Fort Worth, TX

Other Businesses

(1)Name of the other business: Brooke Lazzarini Enterprises, LLC ; Whether the business is investment-related: No ; Address of the other business: 713 SW C Ave Lawton, OK 73501 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: CEO ; The start date of your relationship: 4/1/2020 ; 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: The LLC was created with the sole purpose to facilitate my business with First Command for tax purposes. (2)Name of the other business: Horses In Baja: Equine Assissted Services, Inc. ; Whether the business is investment-related: No ; Address of the other business: 11862 S. Foothills Blvb. #501 Yuma, AZ 85367 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 1/1/2022 ; 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: Board Member & Treasurer for this international 501(c)3. Duties will include taking part in virtual board meetings, approving spending, budgets, authorized signer on bank account.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-14

S66 Uniform Combined State Law Examination

2018-07-14

Other Names

Brooke Rose Shepard Lazzarini

View on SEC IAPD