Kyle Garrett Dawson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  First Command Financial Planning Inc
  Ft Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX

Previous Registrations

• 2008-02-01 → 2008-02-26
  Td Ameritrade, Inc.
  Omaha, NE
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2008-02-01 → 2008-02-26
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 2002-12-20 → 2003-01-17
  Ameriprise Financial Services, Llc
  Hurst, TX

Other Businesses

(1)Name of the other business: Cleburne Bible Church ; Whether the business is investment-related: No ; Address of the other business: 930 N Nolan River Rd, Cleburne, TX 76033 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Budget/ Finance Review ; The start date of your relationship: Jul 01, 2024 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; 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 will be reviewing the documentation of giving, expenses, and capital campaigns of the church. Will be providing feedback on financial reporting and documentation in place, looking for areas of improvement. These reports will be given to church leadership and members. (2)Name of the other business: Self - Rental Property ; Whether the business is investment-related: No ; Address of the other business: 5145 County Road 1224A, Cleburne TX 76033 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Landlord ; The start date of your relationship: Jun 12, 2024 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Landlord of 2 houses, collecting rents, providing repairs and maintenance as needed.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-18

Designations

• Certified Financial Planner