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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
VA RA APPROVED 2024-08-12
  • VA RA
    APPROVED
    Since 2024-08-12

Branch Locations

Fairfax, VA • United States

12150 Monument Dr Suite 500, Fairfax, VA 22033 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 Brokerages Services, Inc. Fort Worth TX 04/2024 08/2024
United States Air Force Fairfax VA 04/2003 09/2024
National Community Church Springfield VA 03/2024 Present
First Command Brokerage Services, Inc. Fort Worth TX 08/2024 Present
First Command Advisory Services, Inc. Fort Worth TX 08/2024 Present
First Command Insurance Services, Inc. Fort Worth TX 08/2024 Present
  • 04/2024 → 08/2024
    First Command Brokerages Services, Inc.
    Fort Worth, TX
  • 04/2003 → 09/2024
    United States Air Force
    Fairfax, VA
  • 03/2024 → Present
    National Community Church
    Springfield, VA
  • 08/2024 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 08/2024 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 08/2024 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: National Community Church - NoVA ; Whether the business is investment-related: No ; Address of the other business: 6715 Commerce St Springfield, VA 22150 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Lead Production Manager ; The start date of your relationship: Apr 01, 2024 ; The approximate number of hours/month you devote to the other business: 21 - 40 ; 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 run the lights, sound and visuals for church on Sundays (2) Name of the other business: Ten Ten Life Whether the business is investment-related: Yes Address of the other business: PO Box 742, Herndon, VA 20171 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Board Member/Treasurer The start date of your relationship: Jan 16, 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: 1 to 5 Briefly describe your duties relating to the other business: The Treasurer of Ten Ten Life serves as a key member of the Ten Ten Life Board of Directors, providing oversight and guidance on the organization's financial health. The role involves ensuring accurate financial reporting, compliance with legal and regulatory requirements, and supporting the board in making informed financial decisions. The Treasurer also assists in fundraising efforts but does not have direct control over disbursement of funds and is not authorized to sign checks.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-13
S63 Uniform Securities Agent State Law Examination 2024-06-17
  • S65 Uniform Investment Adviser Law Examination
    2024-07-13
  • S63 Uniform Securities Agent State Law Examination
    2024-06-17
Other Names
  • Kubey Carriker
  • Kubu Carriker

View on SEC IAPD

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