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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-13 |
Branch Locations
100 Century Pkwy Suite 130, Mount Laurel, NJ 08054 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 | 05/2024 | 11/2024 |
| D&L Custom Services | Cherry Hill | NJ | 02/2014 | 03/2020 |
| New Jersey Army National Guard | Vineland | NJ | 03/2020 | Present |
| First Command Brokerage Services, Inc., | Fort Worth | TX | 11/2024 | Present |
| First Command Advisory Services, Inc., | Fort Worth | TX | 08/2024 | Present |
| First Command Insurance Services, Inc., | Fort Worth | TX | 11/2024 | Present |
| Warriors Edge Equity | Cherry Hill | NJ | 04/2024 | Present |
(1) Name of the other business: Warriors Edge Equity Whether the business is investment-related: No Address of the other business: 3 Jade Lane, Cherry Hill, NJ 08002 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Apr 17, 2024 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: Development and sale of digital products such as technical indicators. (2) Name of the other business: NJ Army National Guard Whether the business is investment-related: No Address of the other business: 2560 S Delsea Drive, Vineland, NJ 08360 Nature of the other business: Military Your position, title, or relationship with the other business: Military Intelligence NCO The start date of your relationship: Nov 29, 2017 The approximate number of hours/month you devote to the other business: 21 to 40 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: 119th CSSB S2 Intelligence NCOIC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-03 |
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