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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-03 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1277 Kelly Johnson Blvd Suite 260, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2024 | 04/2024 |
| Army National Guard | Watkins | CO | 01/2013 | 08/2023 |
| Retired From Army | Colorado Springs | CO | 08/2023 | 01/2024 |
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-02 |
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