SA
Summer M. Aldrich
FIRST COMMAND ADVISORY SERVICES
Miramar, FL 33027
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CRD#: 7655784
SA
Professional summary
Summer Marie Aldrich, who also goes by Summer Marie Thomas, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Miramar, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Davie, Florida.
Summer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Summer has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Summer Marie Thomas
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of the other business: Arbonne International LLC ; Whether the business is investment-related: No ; Address of the other business: 9400 Jeronimo Road Irvine, CA 92618 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: Independent Consultant ; The start date of your relationship: 4/1/2017 ; 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: Independent consultant for nutrition, health, and beauty supplies (2) Name of the other business: US Army ; Whether the business is investment-related: No ; Address of the other business: 9301 NW 33rd St Doral, FL 33172 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Officer ; The start date of your relationship: 5/27/2017 ; 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: 21 to 40 ; Briefly describe your duties relating to the other business: Currently in the Army Reserve Element at USSOUTHCOM (3) Name of the other business: Aldrich Rides ; Whether the business is investment-related: No ; Address of the other business: 636 Lakewoode Cir E Delray Beach, FL 33445 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: Co-owner ; The start date of your relationship: 1/1/2023 ; 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: Provide cars for rental on Turo (4) Name of the other business: Summerbelle Entertainment LLC ; Whether the business is investment-related: No ; Address of the other business: 2493 Fox Trot Terrace Reston, VA 20191 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 6/1/2022 ; 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: Entertainment in regards to singing, writing, and modeling
CRS (Client Relationship Summary) - RIA
Click below to view Summer Marie Aldrich's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2023 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 3450 Lakeside Dr, Miramar, FL 33027RIA
CRD#: 281958
Miramar, FL
Current
January 9, 2023 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 12555 Orange Dr Suite 241, Davie, FL 33330BD
CRD#: 3641
Davie, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/9/2023)
IAR
Florida(3/21/2023)
RR
Virginia(10/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Miramar, FL 33027TRUST BUT VERIFY
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