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Aaron Dearl Dunda

LPl Financial LLC

Fort Worth, TX

CRD 5911618

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-02
  • TX RA
    APPROVED
    Since 2026-01-02

Branch Locations

2501 Parkview Dr Ste 305, Fort Worth, TX 76102 • 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 Financial Services Fort Worth TX 10/2012 01/2026
First Command Financial Planning, Inc Fort Worth TX 10/2012 01/2026
First Command Advisory Services Fort Worth TX 12/2015 01/2026
Lpl Financial Llc Forth Worth TX 01/2026 Present
  • 10/2012 → 01/2026
    First Command Financial Services
    Fort Worth, TX
  • 10/2012 → 01/2026
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 12/2015 → 01/2026
    Fort Worth, TX
  • 01/2026 → Present
    Forth Worth, TX
Previous Registrations
  • 2015-12-15 → 2025-12-31
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
  • 2012-09-05 → 2015-12-15
    First Command Brokerage Services, Inc.
    Fort Worth, TX
    Fort Worth, TX
    Abilene, TX
Other Businesses

1. 11/2025 - AARON DUNDA WEALTH MANAGEMENT LLC - DBA for LPL Business (entity for LPL business) - Investment related - Fort Worth TX 76131 - 180 Hrs/Mth - 100 Hrs During Trading - OBA start date: 01/02/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-04
S63 Uniform Securities Agent State Law Examination 2011-08-01
  • S65 Uniform Investment Adviser Law Examination
    2012-09-04
  • S63 Uniform Securities Agent State Law Examination
    2011-08-01
Other Names
  • Aaron Dearl Dunda
  • Aaron D'EArl Dunda

View on SEC IAPD

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