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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
PR RA APPROVED 2026-03-05
FL RA APPROVED 2024-09-24
  • PR RA
    APPROVED
    Since 2026-03-05
  • FL RA
    APPROVED
    Since 2024-09-24

Branch Locations

Miramar, FL • United States

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

12555 Orange Dr Suite 241, Davie, FL 33330 • 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 04/2024 09/2024
U.S. Army; Fort Sill Fort Sill OK 08/2021 05/2024
U.S. Army; Fort Bliss El Paso TX 03/2018 08/2021
U.S. Army; Cadet Command Miami FL 08/2013 03/2018
First Command Brokerage Services, Inc. Fort Worth TX 09/2024 Present
First Command Advisory Services, Inc. Fort Worth TX 09/2024 Present
First Command Insurance Services, Inc. Fort Worth TX 09/2024 Present
  • 04/2024 → 09/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 08/2021 → 05/2024
    U.S. Army; Fort Sill
    Fort Sill, OK
  • 03/2018 → 08/2021
    U.S. Army; Fort Bliss
    El Paso, TX
  • 08/2013 → 03/2018
    U.S. Army; Cadet Command
    Miami, FL
  • 09/2024 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 09/2024 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 09/2024 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-07
S63 Uniform Securities Agent State Law Examination 2024-07-01
  • S65 Uniform Investment Adviser Law Examination
    2024-09-07
  • S63 Uniform Securities Agent State Law Examination
    2024-07-01

View on SEC IAPD

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