DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
First Command Advisory Services
Latest filing Jul 21, 2026
First filing on the tape Nov 6, 2015 · 52 filings
SEC status approved since Jul 28, 2005
RAUM
$24B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$24B individuals and HNW
Advisors
1,034
registered through the firm on IAPD
RAUM per advisor
$23.6M
derived; firm RAUM over IAPD count
Employees
1,787
1,155 advisory (5.B.1)
Offices
186
beyond the principal office
Private funds
0
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$24B as of Jul 21, 2026
Dec 18, 2015$9.6B then
HNW client RAUM$4.3B as of Jul 21, 2026
Jan 2, 2018$638M then
State-registered IARs (5.B.3)1,155 as of Jul 21, 2026
Dec 18, 2015733 then
Employees (5.A)1,787 as of Jul 21, 2026
Dec 18, 2015887 then
Private funds: no history
RAUM +11% over the last fiscal year-75% a year over threeIARs 1,155 to 1,155
Practice profile
derived from the filing of Jul 21, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $23.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 110derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $215,065derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 5.5derived187 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Financial planning clients
- 35,500reportedItem 5.H
- Wrap fee program
- $24BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$20B82%
- High-net-worth individuals$4.3B17%
- Corporations and businesses$50.8M0.2%
- Charitable organizations$5.2M0.0%
- Pension and profit-sharing plans$2.9M0.0%
- Individual clients
- 109,659reported
- HNW clients
- 3,852reported
- Pension plan clients
- 4reported
- Charitable clients
- 27reported
- Accounts
- 113,591reported
- Financial planning clients
- 35,500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1232.0derived
Advisors registered through the firm
1,035 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Harvey Leroy Pullen | Fort Worth, Tx | Dec 15, 2015 | 36 y | 1 |
| Wesley Alan MlcakCertified Financial Planner | Fort Worth, Tx | Dec 15, 2015 | 24 y | 1 |
| Thomas Howard RushCertified Financial Planner, Chartered Financial Consultant | Fort Worth, Tx | Dec 15, 2015 | 41 y | 1 |
| Raquel Salas BramascoCertified Financial Planner | Fort Worth, Tx | Dec 15, 2015 | 11 y | 0 |
| Jeffrey Alan LutherCertified Financial Planner | Enterprise, Al | Dec 15, 2015 | 40 y | 1 |
| Robert Emil Jorgensen | Leavenworth, Ks | Dec 15, 2015 | 35 y | 1 |
| Robert Jamon Wilson | Pittsburgh, Pa | Dec 15, 2015 | 12 y | 0 |
| John Harold MasonChartered Financial Consultant | Reno, Nv | Dec 15, 2015 | 11 y | 0 |
| Stephen Eric Brown | Fort Worth, Tx | Dec 15, 2015 | 12 y | 0 |
| Scott Allen Bandy | Fort Worth, Tx | Dec 15, 2015 | 11 y | 0 |
| Arnold Csan | Williamsburg, Va | Dec 15, 2015 | 12 y | 0 |
| Jordan Keene PattersonCertified Financial Planner, Chartered Financial Consultant | Lakewood, Wa | Dec 15, 2015 | 12 y | 0 |
| Eric Dean Brunken | Fort Worth, Tx | Dec 15, 2015 | 11 y | 0 |
| Michael Keith ParkerChartered Financial Consultant | Louisville, Ky | Dec 15, 2015 | 35 y | 0 |
| Jason Ronald Surya | San Diego, Ca | Dec 15, 2015 | 16 y | 2 |
| Benjamin Neil LievestroCertified Financial Planner | Alexandria, Va | Dec 15, 2015 | 17 y | 1 |
| Daniel W TomlinsonCertified Financial Planner | Fort Worth, Tx | Dec 15, 2015 | 14 y | 0 |
| Michael Glen Becker | Annapolis, Md | Dec 15, 2015 | 12 y | 0 |
| Joshua Thomas Shirley | Arlington, Tx | Dec 15, 2015 | 22 y | 0 |
| Jessica Elaine Blaisdell | Fort Worth, Tx | Dec 15, 2015 | 14 y | 0 |
| Ralph Boeckmann | Fairfax, Va | Dec 15, 2015 | 13 y | 0 |
| Christian Garrett SnookCertified Financial Planner | Boiling Springs, Pa | Dec 15, 2015 | 12 y | 0 |
| Michael Gentry Brown | Fort Worth, Tx | Dec 15, 2015 | 19 y | 0 |
| Ashley Kay DurbinCertified Financial Planner, Chartered Financial Consultant | Fort Worth, Tx | Dec 15, 2015 | 17 y | 2 |
| Kendall Ann Matthews | Columbia, Sc | Dec 15, 2015 | 13 y | 0 |
| Jeffrey N Anderson | Evans, Ga | Dec 15, 2015 | 15 y | 0 |
| Alan John Wesenberg | Fort Worth, Tx | Dec 15, 2015 | 12 y | 0 |
| William Conrad ReuterCertified Financial Planner | Fort Worth, Tx | Dec 15, 2015 | 12 y | 0 |
| John David CermakCertified Financial Planner | Arlington, Va | Dec 15, 2015 | 37 y | 1 |
| Marco Luis Contreras | Fort Worth, Tx | Dec 15, 2015 | 13 y | 0 |
| James Allen LeachChartered Financial Consultant | Fort Worth, Tx | Dec 15, 2015 | 27 y | 1 |
| Rebecca Lynn Cochran | Fort Worth, Tx | Dec 15, 2015 | 19 y | 0 |
| Timothy Brian Meyers | Fort Worth, Tx | Dec 15, 2015 | 23 y | 0 |
| William Lee Bartels | Tucson, Az | Dec 15, 2015 | 19 y | 0 |
| Kimberly Kelly Provo | Fort Worth, Tx | Dec 15, 2015 | 25 y | 0 |
| John Debusk | Pensacola, Fl | Dec 15, 2015 | 16 y | 0 |
| Edward John DaffronCertified Financial Planner | El Paso, Tx | Dec 15, 2015 | 23 y | 1 |
| Timothy Joseph | Yorktown, Va | Dec 15, 2015 | 25 y | 1 |
| Brandon Michael Massey | Fort Worth, Tx | Dec 15, 2015 | 22 y | 2 |
| Gerardo Vincent Panetta | Fort Worth, Tx | Dec 15, 2015 | 46 y | 0 |
Advisor movement
66 left, 48 joined in 12 months
net -18 in 12 months13 left in 90 days14 joined in 90 daysdeparture rate 6.4% of current headcount198 left over 36 months
Left, latest
- Austin Dale Edmunds to Tritonpoint Wealth, LLCSep 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Chad Mcclintock Holland to LPL Financial LLCSep 11, 2026 · Affiliated broker-dealer or bank to another
- Abigail Marie Mcdaris Woods to Navy Federal Investment Services, LLCSep 10, 2026 · Affiliated broker-dealer or bank to another
- Travis J Hooser to Pnc Wealth ManagementSep 10, 2026 · Affiliated broker-dealer or bank to another
- Randall Warren Harris to LPL Financial LLCSep 8, 2026 · Affiliated broker-dealer or bank to another
- Gregory Mabra to Edward JonesAug 21, 2026 · Affiliated broker-dealer or bank to another
- Roman Ortega to Corrales & Co.Jul 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Ashley Watts Crane to SavvyJul 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- Emily Cronkey to Empower Advisory Group, LLCJul 7, 2026 · Affiliated broker-dealer or bank to another
- Carl Rene Alvarez to Cambridge Investment Research Advisors, Inc.Jul 6, 2026 · Affiliated broker-dealer or bank to another
- Christopher Cantrell Tucker to Buck Wealth Strategies, LLCJul 6, 2026 · Affiliated broker-dealer or bank to independent RIA
- Quinten Michael Lewandowski to Transamerica Retirement Advisors, LLCJul 1, 2026 · Affiliated broker-dealer or bank to another
- Jody C Knutsen to Invicta Financial GroupJun 23, 2026 · Affiliated broker-dealer or bank to independent RIA
- Austin David Jones to Solano Wealth AdvisorsJun 4, 2026 · Affiliated broker-dealer or bank to independent RIA
- Matthew Paul Rose to Invicta Financial GroupJun 3, 2026 · Affiliated broker-dealer or bank to independent RIA
Joined, latest
- Stephen Edwin Widmer from Osaic Wealth, Inc.Sep 2, 2026 · Affiliated broker-dealer or bank to another
- Deanna Louise Moore from Moloney Securities Asset Management LLCAug 21, 2026 · Affiliated broker-dealer or bank to another
- Robin Christina Luckett from Allworth Financial, L.P.Aug 11, 2026 · Affiliated broker-dealer or bank to another
- Rachel Lin Witt from Principal Securities, Inc.Aug 11, 2026 · Affiliated broker-dealer or bank to another
- Elias Dau from Ameriprise Financial Services, LLCAug 3, 2026 · Affiliated broker-dealer or bank to another
- Daniel Anthony Pennant from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 29, 2026 · Wirehouse to affiliated broker-dealer or bank
- James Cummins from Vanguard Advisers, Inc.Jul 24, 2026 · Affiliated broker-dealer or bank to another
- David H Cortez from Wells Fargo AdvisorsJul 23, 2026 · Wirehouse to affiliated broker-dealer or bank
- Christian Christopher Yates from Edward JonesJul 22, 2026 · Affiliated broker-dealer or bank to another
- Daniel Brown from Charles Schwab & Co., Inc.Jul 21, 2026 · Affiliated broker-dealer or bank to another
- Steven Schlegel from Hornor, Townsend & Kent, LLCJul 10, 2026 · RIA to affiliated broker-dealer or bank
- Erin Elizabeth Doherty from Msh Capital Advisors LLCJul 9, 2026 · RIA to affiliated broker-dealer or bank
- Janelle L Aldridge from LPL Enterprise, LLCJul 1, 2026 · Affiliated broker-dealer or bank to another
- Jeffrey Neal Miller from Nfsg CorporationJun 24, 2026 · Affiliated broker-dealer or bank to another
- Paul Eduardo Jara from First Command BankJun 15, 2026 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Northwestern Mutual Investment Services,LLCDec 16, 2024 · Haslet, Tx
- 2 left for LPL Enterprise, LLCOct 1, 2024 · Flower Mound, Tx
- 3 left for Navy Federal Investment Services, LLCJan 31, 2024 · Fort Worth, Tx
- 2 left for Osaic Wealth, Inc.Nov 27, 2023 · Fort Worth, Tx
- 2 left for Charles Schwab & Co., Inc.Oct 11, 2023 · Fort Worth, Tx
- 2 left for Edward JonesAug 31, 2023 · Fort Worth, Tx
- 2 left for LPL Financial LLCDec 19, 2022 · Tampa, Fl
- 2 left for Fidelity Personal And Workplace AdvisorsSep 6, 2022 · Fort Worth, Tx
- 2 joined from Usaa Investment Services CompanyJun 12, 2020 · San Antonio, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Katherine Tina Caddell · Vice President, Operationscontrolsince 07/2023 · owns less than 5%
- Elizabeth Heidi Cerbone · Vice President And Treasurercontrolsince 10/2020 · owns less than 5%
- Denise Veronica Hammond · Senior Vice President - Chief Compliance Officercontrolsince 04/2020 · owns less than 5%
- Dean Frank Smith · Senior Vice President - Chief Information Security Officer & Chief Technology Officercontrolsince 04/2024 · owns less than 5%
- Duane Mark Steffe · President And Ceocontrolsince 01/2020 · owns less than 5%
- Eric Chartan · Senior Vice President, Chief Legal Officersince 10/2024 · owns less than 5%
- James Casey Griffin · Senior Vice President, Chief Compliance Officersince 11/2025 · owns less than 5%
- Marie Kelleen Richter · Executive Vice President, Chief Operating Officersince 02/2025 · owns less than 5%
Entity owners
- First Command Financial · Stockholder/Ownerdirect · owns 75% or more
- First Command Financial Services, Inc. · Stockholder/Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- First Command Bankn
- First Command Financial Planning, Inc.broker-dealernRAUM $9.7B
- First Command Europe Ltd.investment advisern
- First Command Insurance Services, Increal estaten
- First Command Life Insurance Co.real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fort Worth, Tx · principal | 1,034 | 225 | 15 | ||
| Colorado Springs, Co | 23 | 6 | 3 | ||
| San Antonio, Tx | 21 | 2 | 0 | ||
| Virginia Beach, Va | 20 | 3 | 0 | ||
| Alexandria, Va | 19 | 5 | 0 | ||
| Clarksville, Tn | 18 | 5 | 0 | ||
| Fayetteville, Nc | 17 | 6 | 0 | ||
| Newport News, Va | 16 | 1 | 0 | ||
| Woodbridge, Va | 16 | 3 | 0 | ||
| Tampa, Fl | 16 | 6 | 0 | ||
| San Diego, Ca | 15 | 4 | 1 | ||
| Chesapeake, Va | 15 | 3 | 0 | ||
| Stafford, Va | 15 | 5 | 0 | ||
| Fairfax, Va | 15 | 3 | 1 | ||
| Arlington, Va | 14 | 1 | 0 | ||
| Papillion, Ne | 14 | 2 | 1 | ||
| Shalimar, Fl | 13 | 2 | 0 | ||
| El Paso, Tx | 13 | 2 | 1 | ||
| Oklahoma City, Ok | 11 | 2 | 0 | ||
| Pensacola, Fl | 11 | 3 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Killeen, TX15 employees
- Alexandria, VA14 employees
- Layton, UT13 employees
- Newport News, VA13 employees
- San Diego, CA13 employees
- Colorado Springs, CO13 employees
- Lakewood, WA12 employees
- Papillion, NE12 employees
- Shalimar, FL12 employees
- Columbus, GA12 employees
- Tampa, FL12 employees
- Colonial Heights, VA12 employees
- Clarksville, TN11 employees
- Woodbridge, VA11 employees
- Leavenworth, KS11 employees
- Oklahoma City, OK11 employees
- Arlington, VA9 employees
- Colorado Springs, CO9 employees
- Pensacola, FL9 employees
- Aiea, HI9 employees
- Fairfax, VA9 employees
- Stafford, VA9 employees
- Aurora, CO8 employees
- Chesapeake, VA8 employees
- San Antonio, TX7 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 21, 2026HAMMOND, VERONICA, DENISE (SENIOR VICE PRESIDENT - CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-04-25 and 2026-07-21peers: affiliated wealth managers, $20B and over (50)
Data quality: RAUM $18,868,933,068 then $1,572,496,676,275 then $17,481,650,839 on consecutive annual amendments (2023-02-21, 2024-01-05); the middle value is likely a filing error
What changed
consecutive filings, newest first
- Accounts · 110,166 to 113,591Nov 14, 2025 to Dec 26, 2025
- Corporate clients · 55 to 49Nov 14, 2025 to Dec 26, 2025
- HNW clients · 3,066 to 3,852Nov 14, 2025 to Dec 26, 2025
- Individual clients · 107,013 to 109,659Nov 14, 2025 to Dec 26, 2025
- Pension plan clients · 5 to 4Nov 14, 2025 to Dec 26, 2025
- Discretionary RAUM · $22B to $24BNov 14, 2025 to Dec 26, 2025
- HNW RAUM · $3.3B to $4.3BNov 14, 2025 to Dec 26, 2025
- Individual RAUM · $19B to $20BNov 14, 2025 to Dec 26, 2025
- Pension RAUM · $4.6M to $2.9MNov 14, 2025 to Dec 26, 2025
- RAUM · $22B to $24BNov 14, 2025 to Dec 26, 2025
- Financial planning clients · More than 500 to More than 500Apr 16, 2025 to Jul 30, 2025
- Assets in custody · unset to 21080525299.0Oct 30, 2024 to Apr 16, 2025
- Accounts · 107,959 to 110,166Oct 3, 2024 to Oct 30, 2024
- Advisory employees · 1,050 to 1,155Oct 3, 2024 to Oct 30, 2024
- BD registered reps · 1,120 to 1,232Oct 3, 2024 to Oct 30, 2024
- Charity clients · 26 to 27Oct 3, 2024 to Oct 30, 2024
- Corporate clients · 49 to 55Oct 3, 2024 to Oct 30, 2024
- HNW clients · 1,625 to 3,066Oct 3, 2024 to Oct 30, 2024
- Individual clients · 106,254 to 107,013Oct 3, 2024 to Oct 30, 2024
- Employees · 1,625 to 1,787Oct 3, 2024 to Oct 30, 2024
- State-registered IARs · 1,050 to 1,155Oct 3, 2024 to Oct 30, 2024
- Other offices · 176 to 186Oct 3, 2024 to Oct 30, 2024
- Discretionary RAUM · $17B to $22BOct 3, 2024 to Oct 30, 2024
- HNW RAUM · $1.7B to $3.3BOct 3, 2024 to Oct 30, 2024
- Individual RAUM · $16B to $19BOct 3, 2024 to Oct 30, 2024
- Pension RAUM · $3.6M to $4.6MOct 3, 2024 to Oct 30, 2024
- RAUM · $17B to $22BOct 3, 2024 to Oct 30, 2024
- Accounts · 105,424 to 107,959Oct 19, 2023 to Jan 5, 2024
- Advisory employees · 947 to 1,050Oct 19, 2023 to Jan 5, 2024
- BD registered reps · 1,020 to 1,120Oct 19, 2023 to Jan 5, 2024
- Charity clients · 30 to 26Oct 19, 2023 to Jan 5, 2024
- Corporate clients · 54 to 49Oct 19, 2023 to Jan 5, 2024
- HNW clients · 1,217 to 1,625Oct 19, 2023 to Jan 5, 2024
- Individual clients · 104,118 to 106,254Oct 19, 2023 to Jan 5, 2024
- Employees · 1,526 to 1,625Oct 19, 2023 to Jan 5, 2024
- State-registered IARs · 947 to 1,050Oct 19, 2023 to Jan 5, 2024
- Discretionary RAUM · $16B to $17BOct 19, 2023 to Jan 5, 2024
- HNW RAUM · $1.2B to $1.7BOct 19, 2023 to Jan 5, 2024
- Individual RAUM · $14B to $16BOct 19, 2023 to Jan 5, 2024
- Pension RAUM · $3.3M to $3.6MOct 19, 2023 to Jan 5, 2024
Signals
60 dated events
- Kasey Jo Beauchemin registered as an investment adviser representative at First Command Advisory ServicesSep 15, 2026 · Advisor registered · fact
- Austin Dale Edmunds left First Command Advisory Services for Tritonpoint Wealth, LLC (registered 2026-09-14)Sep 11, 2026 · Advisor changed firm · fact
- Chad Mcclintock Holland left First Command Advisory Services for LPL Financial LLC (registered 2026-09-14)Sep 11, 2026 · Advisor changed firm · fact
- Abigail Marie Mcdaris Woods left First Command Advisory Services for Navy Federal Investment Services, Llc (registered 2026-08-10)Sep 10, 2026 · Advisor changed firm · fact
- Travis J Hooser left First Command Advisory Services for Pnc Wealth Management (registered 2026-09-04)Sep 10, 2026 · Advisor changed firm · fact
- Randall Warren Harris left First Command Advisory Services for Lpl Financial Llc (registered 2026-09-01)Sep 8, 2026 · Advisor changed firm · fact
- Gregory Mabra left First Command Advisory Services for Edward Jones (registered 2026-08-20)Aug 21, 2026 · Advisor changed firm · fact
- Roman Ortega left First Command Advisory Services for Corrales & Co. (registered 2026-07-20)Jul 14, 2026 · Advisor changed firm · fact
- Ashley Watts Crane left First Command Advisory Services for Savvy (registered 2026-07-31)Jul 8, 2026 · Advisor changed firm · fact
- Emily Cronkey left First Command Advisory Services for Empower Advisory Group, Llc (registered 2026-07-23)Jul 7, 2026 · Advisor changed firm · fact
- Christopher Cantrell Tucker left First Command Advisory Services for Buck Wealth Strategies, Llc (registered 2026-09-01)Jul 6, 2026 · Advisor changed firm · fact
- Carl Rene Alvarez left First Command Advisory Services for Cambridge Investment Research Advisors, Inc. (registered 2026-08-03)Jul 6, 2026 · Advisor changed firm · fact
- Quinten Michael Lewandowski left First Command Advisory Services for Transamerica Retirement Advisors, Llc (registered 2026-08-06)Jul 1, 2026 · Advisor changed firm · fact
- Jody C Knutsen left First Command Advisory Services for Invicta Financial Group (registered 2026-07-01)Jun 23, 2026 · Advisor changed firm · fact
- Austin David Jones left First Command Advisory Services for Solano Wealth Advisors (registered 2026-06-04)Jun 4, 2026 · Advisor changed firm · fact
- Matthew Paul Rose left First Command Advisory Services for Invicta Financial Group (registered 2026-07-23)Jun 3, 2026 · Advisor changed firm · fact
- Jayden Patterson left First Command Advisory Services for Wells Fargo Advisors (registered 2026-05-19)May 19, 2026 · Advisor changed firm · fact
- William E Eldridge left First Command Advisory Services for Osaic Wealth, Inc. (registered 2026-05-13)May 19, 2026 · Advisor changed firm · fact
- Daniel Maurino left First Command Advisory Services for Raymond James & Associates, Inc. (registered 2026-05-11)May 12, 2026 · Advisor changed firm · fact
- James Hampton Nash left First Command Advisory Services for Clark Wealth Partners, Llc (registered 2026-07-22)May 5, 2026 · Advisor changed firm · fact
- Nikolaos Kostakis left First Command Advisory Services for J.P. Morgan Securities Llc (registered 2026-06-10)May 5, 2026 · Advisor changed firm · fact
- David Joshua Marr left First Command Advisory Services for Lpl Enterprise, Llc (registered 2026-05-05)Apr 30, 2026 · Advisor changed firm · fact
- Michelle Makynen left First Command Advisory Services for J.P. Morgan Securities Llc (registered 2026-04-24)Apr 29, 2026 · Advisor changed firm · fact
- Shima Emami left First Command Advisory Services for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-05-07)Apr 29, 2026 · Advisor changed firm · fact
- Jesse Michael Underwood left First Command Advisory Services for Lpl Financial Llc (registered 2026-04-02)Apr 14, 2026 · Advisor changed firm · fact
- Brandon Michael Cisneros left First Command Advisory Services for Voya Financial Advisors, Inc. (registered 2026-05-11)Apr 9, 2026 · Advisor changed firm · fact
- Caleb Soukhamneut left First Command Advisory Services for Fisher Investments (registered 2026-08-11)Apr 9, 2026 · Advisor changed firm · fact
- Mark Frederick Parcells left First Command Advisory Services for Osaic Wealth, Inc. (registered 2026-04-27)Apr 9, 2026 · Advisor changed firm · fact
- Sebastian Castano left First Command Advisory Services for John Hancock Personal Financial Services, Llc (registered 2026-04-30)Mar 31, 2026 · Advisor changed firm · fact
- Andrew John Gilkeson left First Command Advisory Services for Wells Fargo Advisors (registered 2026-08-10)Mar 25, 2026 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/9479reportedpublic record, Form ADV, Sep 17, 2026
- Website
- FIRSTCOMMAND.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 817-731-8621reportedpublic record, Form ADV, Jul 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $23.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026