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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
GA RA APPROVED 2024-03-14
  • GA RA
    APPROVED
    Since 2024-03-14

Branch Locations

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

2591 Hwy 17 Ste. 200, Richmond Hill, GA 31324 • United States

Pooler, GA • 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
First Command Brokerage Services Fort Worth TX 01/2024 06/2024
Us Army Fort Stewart GA 12/2013 01/2024
Down Home Crossfit Pooler GA 05/2023 Present
First Command Brokerage Services Fort Worth TX 06/2024 Present
First Command Advisory Services Fort Worth TX 06/2024 Present
First Command Insurance Services Fort Worth TX 06/2024 Present
  • 01/2024 → 06/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 12/2013 → 01/2024
    Us Army
    Fort Stewart, GA
  • 05/2023 → Present
    Down Home Crossfit
    Pooler, GA
  • 06/2024 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 06/2024 → Present
    Fort Worth, TX
  • 06/2024 → Present
    First Command Insurance Services
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Down Home CrossFit ; Whether the business is investment-related: No ; Address of the other business: 118 Pipemakers Circle, Ste 101 Pooler, GA 31322 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Coach ; The start date of your relationship: 5/1/2023 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: 11 to 20 ; Briefly describe your duties relating to the other business: Facilitate CrossFit classes and coach athletes in the execution thereof. (2) Name of the other business: Aces & Weights, LLC Whether the business is investment-related: No Address of the other business: 2591 US Hwy 17, Suite 200, Richmond Hill, GA 31324 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 06, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: 6 to 10 Briefly describe your duties relating to the other business: Owner of Aces & Weights, LLC which serves as the business for receiving 1099 commission revenue and running monthly payroll and tax filing.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-14
  • S66 Uniform Combined State Law Examination
    2024-02-14
Other Names
  • Drew Stipp

View on SEC IAPD

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