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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:

Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-25
FL RA APPROVED 2022-01-18
  • TX RA
    APPROVED_RES
    Since 2024-07-25
  • FL RA
    APPROVED
    Since 2022-01-18

Branch Locations

Melbourne, FL • United States

1413 S Patrick Dr Ste 10, Indian Harbour Beach, FL 32937 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
Towne Park Orlando FL 06/2017 09/2019
Caliburn Cape Canaveral FL 12/2019 10/2021
First Command Brokerage Service Inc Fort Worth TX 06/2021 01/2022
Efsc Cococa FL 01/2015 12/2016
Ucf Orlando FL 01/2017 07/2021
First Command Brokerage Services, Inc. Fort Worth TX 01/2022 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2022 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2022 Present
  • 06/2017 → 09/2019
    Towne Park
    Orlando, FL
  • 12/2019 → 10/2021
    Caliburn
    Cape Canaveral, FL
  • 06/2021 → 01/2022
    First Command Brokerage Service Inc
    Fort Worth, TX
  • 01/2015 → 12/2016
    Efsc
    Cococa, FL
  • 01/2017 → 07/2021
    Ucf
    Orlando, FL
  • 01/2022 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2022 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2022 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-24
  • S66 Uniform Combined State Law Examination
    2021-12-24
Other Names
  • Dany Steven Rendon

View on SEC IAPD

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