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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-22 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
125 Woodstream Blvd Suite 115, Stafford, VA 22556 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern States Cooperative | Charlottesville | VA | 05/2018 | 08/2018 |
| Unemployed | Stanardsville | VA | 01/2014 | 08/2018 |
| Unemployed | Harrisonburg | VA | 08/2018 | 05/2019 |
| Jc Raulston Arboretum | Raleigh | NC | 05/2019 | 08/2019 |
| Unemployed | Harrisonburg | VA | 08/2019 | 10/2019 |
| Virginia National Guard | Stanardsville | VA | 10/2019 | Present |
| James Madison University Biology Department | Harrisonburg | VA | 06/2021 | 08/2021 |
| Merck | Elkton | VA | 01/2022 | 07/2022 |
| Lytos Technologies | Charlottesville | VA | 07/2022 | 02/2023 |
| Transamerica/Wfg | Stanardsville | VA | 01/2023 | 01/2024 |
| First Command Brokerage Services, Inc. | Stafford | VA | 01/2024 | 01/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2025 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2025 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2025 | Present |
(1) Name of the other business: United States Army - Virginia National Guard ; Whether the business is investment-related: No ; Address of the other business: 1700 Emancipation Highway Fredericksburg VA 22401 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Engineer Officer ; The start date of your relationship: Oct 04, 2019 ; 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: None ; Briefly describe your duties relating to the other business: I am an officer in the Virginia National Guard. (2) Name of the other business: St Patrick Orthodox Church Whether the business is investment-related: No Address of the other business: 6580 Balls Mill Rd, Bealeton, VA 22712 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Church Treasurer The start date of your relationship: Jan 01, 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: Financial Management & Oversight Manage all church finances, including tracking income (tithes, offerings, donations) and expenses; ensure proper use and safeguarding of funds. Budgeting & Reporting, Assist in developing the annual budget and provide regular financial reports to church leadership on income, expenses, and overall financial health. Accounting & Recordkeeping, Maintain accurate financial records, reconcile bank accounts, track contributions, and ensure all transactions are properly documented.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-30 |
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