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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 2025-04-01
VA RA APPROVED 2025-04-01
  • TX RA
    APPROVED
    Since 2025-04-01
  • VA RA
    APPROVED
    Since 2025-04-01

Branch Locations

Colonial Heights, VA • United States

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

320 B Charles H Dimmock Pkwy Ste 1, Colonial Heights, VA 23834 • 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
Chick-Fil-A Midlothian VA 02/2018 08/2018
Food Lion Midlothian VA 01/2019 05/2022
Cutco Midlothian VA 07/2020 08/2020
Rts Labs Glen Allen VA 07/2021 08/2021
Pestnow Mechanicsville VA 08/2023 09/2023
First Command Colonial Heights VA 08/2023 Present
Unemployed Midlothian VA 01/2014 02/2018
Unemployed Midlothian VA 08/2018 01/2019
Us Army National Guard Hampton VA 05/2023 Present
Virginia Military Institute Lexington VA 08/2019 05/2023
  • 02/2018 → 08/2018
    Chick-Fil-A
    Midlothian, VA
  • 01/2019 → 05/2022
    Food Lion
    Midlothian, VA
  • 07/2020 → 08/2020
    Cutco
    Midlothian, VA
  • 07/2021 → 08/2021
    Rts Labs
    Glen Allen, VA
  • 08/2023 → 09/2023
    Pestnow
    Mechanicsville, VA
  • 08/2023 → Present
    First Command
    Colonial Heights, VA
  • 01/2014 → 02/2018
    Unemployed
    Midlothian, VA
  • 08/2018 → 01/2019
    Unemployed
    Midlothian, VA
  • 05/2023 → Present
    Us Army National Guard
    Hampton, VA
  • 08/2019 → 05/2023
    Virginia Military Institute
    Lexington, VA
Other Businesses

Name of the other business: Virginia Army National Guard Whether the business is investment-related: No Address of the other business: 208 Marcella Road, Hampton, VA 23666 Nature of the other business: Military Your position, title, or relationship with the other business: Second Lieutenant The start date of your relationship: May 15, 2023 The approximate number of hours/month you devote to the other business: 21 to 40 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: Fire Direction Officer over Field Artillery Battery. I am also an officer that performs administrative duties and supervising over soldiers during drill weekends and training events.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-21
S63 Uniform Securities Agent State Law Examination 2024-09-27
  • S65 Uniform Investment Adviser Law Examination
    2025-02-21
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27

View on SEC IAPD

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