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Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2015-12-15
  • WA RA
    APPROVED
    Since 2015-12-15

Branch Locations

10049 Kitsap Mall Blvd Nw Suite 289, Silverdale, WA 98383 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Port Orchard, WA • 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
N/A Port Orchard WA 09/2010 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
Other Businesses

(1)Name of the other business: Kitsap Chapter of the Military Officers Association of America Whether the business is investment-related: No Address of the other business: P.O. Box 1025, Silverdale, WA 98383-1025 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Director The start date of your relationship: Jul 09, 2025 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: 1 to 5 Briefly describe your duties relating to the other business: Member of the board. Assist the President as necessary. Currently the JROTC liaison for 3 local high schools. Also serving as the immediate past president to offer guidance to the new president. (2) Name of the other business: Washington State Council of Chapters MOAA Whether the business is investment-related: No Address of the other business: Port Orchard, WA Nature of the other business: Community Activity Your position, title, or relationship with the other business: President The start date of your relationship: Mar 19, 2025 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: 1 to 5 Briefly describe your duties relating to the other business: Preside at meetings (generally two/yr); communicate information to rest of council; file annual report to Washington office of the Secretary of State (3) Name of the other business: Women in Military Service for America Memorial Foundation Whether the business is investment-related: No Address of the other business: 200 N. Glebe Road, Suite 400, Arlington, VA 22203 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Ambassador for Washington State The start date of your relationship: Oct 16, 2025 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: 1 to 5 Briefly describe your duties relating to the other business: Primary role is to encourage other military women and women veterans to register their stories of service. Provide information on how to support the Memorial's mission of Honor - service and sacrifice Educate and Empower - current and future generations Remember - those who have paved the way

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-29
  • S66 Uniform Combined State Law Examination
    2012-02-29
Other Names
  • Dana Janette Dieter
  • Dana Janette Clay
  • Dana Janette Clay-Roney

View on SEC IAPD

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