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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
NV RA APPROVED 2024-04-22
  • NV RA
    APPROVED
    Since 2024-04-22

Branch Locations

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

7201 W Lake Mead Blvd Suite 540, Las Vegas, NV 89128 • 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, Inc. Fort Worth TX 01/2024 04/2024
United States Air Force Honolulu HI 05/1995 06/2023
Military Retired N Las Vegas NV 06/2023 12/2023
First Command Brokerage Services, Inc Fort Worth TX 04/2024 Present
First Command Advisory Services , Inc Fort Worth TX 04/2024 Present
First Command Insurance Services , Inc Fort Worth TX 04/2024 Present
  • 01/2024 → 04/2024
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 05/1995 → 06/2023
    United States Air Force
    Honolulu, HI
  • 06/2023 → 12/2023
    Military Retired
    N Las Vegas, NV
  • 04/2024 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 04/2024 → Present
    First Command Advisory Services , Inc
    Fort Worth, TX
  • 04/2024 → Present
    First Command Insurance Services , Inc
    Fort Worth, TX
Other Businesses

(1)Name of the other business: Trinity Builds LLC ; Whether the business is investment-related: No ; Address of the other business: Procure land/develop residential areas ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Managing member ; The start date of your relationship: 4/15/2024 ; 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: Administrative (2)Name of the other business: KP Alliance ; Whether the business is investment-related: No ; Address of the other business: 1424 Arc Dome Ave N Las Vegas NV 89031 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: Managing member ; The start date of your relationship: 4/15/2024 ; 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: Managing member. Administrativ duties, search and procure government contracts.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-10
S63 Uniform Securities Agent State Law Examination 2024-03-11
  • S65 Uniform Investment Adviser Law Examination
    2024-04-10
  • S63 Uniform Securities Agent State Law Examination
    2024-03-11
Other Names
  • Sheronne Bunn

View on SEC IAPD

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