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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
FL RA APPROVED 2024-09-12
  • FL RA
    APPROVED
    Since 2024-09-12

Branch Locations

Coconut Creek, FL • United States

12555 Orange Dr Suite 241, Davie, FL 33330 • 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 Brokerage Services Fort Worth TX 04/2024 08/2024
On Leave Of Absence From Broward County Public Schools Ft. Lauderdale FL 08/2023 04/2024
Forest Hills Elementary School - Broward County Public Schools Coral Springs FL 08/2022 08/2023
Winston Park Elementary School - Broward County Public Schools Coconut Creek FL 08/2018 08/2022
Westchester Elementary School - Broward County Public Schools Coral Springs FL 10/2017 08/2018
Unemployed During Move From Alabama To Florids Coconut Creek FL 08/2017 10/2017
Glenwood School Smiths Station AL 08/2008 08/2017
Rodan + Fields Skincare Coconut Creek FL 08/2017 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 Brokerage Services
    Fort Worth, TX
  • 08/2023 → 04/2024
    On Leave Of Absence From Broward County Public Schools
    Ft. Lauderdale, FL
  • 08/2022 → 08/2023
    Forest Hills Elementary School - Broward County Public Schools
    Coral Springs, FL
  • 08/2018 → 08/2022
    Winston Park Elementary School - Broward County Public Schools
    Coconut Creek, FL
  • 10/2017 → 08/2018
    Westchester Elementary School - Broward County Public Schools
    Coral Springs, FL
  • 08/2017 → 10/2017
    Unemployed During Move From Alabama To Florids
    Coconut Creek, FL
  • 08/2008 → 08/2017
    Glenwood School
    Smiths Station, AL
  • 08/2017 → Present
    Rodan + Fields Skincare
    Coconut Creek, FL
  • 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: Rodan + Fields Skincare Consultant ; Whether the business is investment-related: No ; Address of the other business: 3001 Bishop Drive, Suite 450, San Ramon, CA. 94583 ; Nature of the other business: Multi-Level Marketing ; Your position, title, or relationship with the other business: Consultant ; The start date of your relationship: Aug 28, 2017 ; 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: I signed up as a consultant with Rodan + Fields Skincare when I was unemployed and started using their products. It also helps with consultant prices of products. Then, I got hired with Broward County Public Schools within 2 months, but I kept being a consultant for the pricing. I have one friend and my daughter who occasionally purchase products using my consultant link. I do not devote any time to this at all. Public Schools.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-12
S63 Uniform Securities Agent State Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-08-12
  • S63 Uniform Securities Agent State Law Examination
    2024-06-20
Other Names
  • Amy Lynn Freouf

View on SEC IAPD

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