David Wayne Trammell

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

Authority	Category	Status	Date
TX	RA	APPROVED	2018-11-05

TX RA
APPROVED

Since 2018-11-05

Branch Locations

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

5057 Keller Springs Road Suite 110, Addison, TX 75001 • United States

Plano, TX • 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

Organization	City	State	From	To
Impact Telecom	Irving	TX	06/2015	01/2017
University Of Phoenix-Dallas Campus	Dallas	TX	06/2002	03/2017
First Command Financial Planning	Fort Worth	TX	07/2018	11/2018
Unemployed	Irving	TX	03/2017	07/2018
First Command Financial Planning	Fort Worth	TX	11/2018	Present
First Command Advisory Services Inc	Fort Worth	TX	11/2018	Present
First Command Insurance Services Inc	Fort Worth	TX	11/2018	Present

06/2015 → 01/2017

Impact Telecom

Irving, TX
06/2002 → 03/2017

University Of Phoenix-Dallas Campus

Dallas, TX
07/2018 → 11/2018

First Command Financial Planning

Fort Worth, TX
03/2017 → 07/2018

Unemployed

Irving, TX
11/2018 → Present

First Command Financial Planning

Fort Worth, TX
11/2018 → Present

First Command Advisory Services Inc

Fort Worth, TX
11/2018 → Present

First Command Insurance Services Inc

Fort Worth, TX

Other Businesses

(1)Name of the other business: The Trammell Group LLC Whether the business is investment-related: No Address of the other business: 1409 Sassafras Drive, Plano, TX 75023 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Founder and Principal The start date of your relationship: 02/22/10 The approximate number of hours/month you devote to the other business: 1 - 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: Founder and Principal - Management Consulting business concept with a "holding company" type model (2)Name of the other business: Writer - Aspiring Author Whether the business is investment-related: No Address of the other business: 1409 Sassafras Drive, Plano, TX 75023 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Writer - Aspiring Author The start date of your relationship: 06/03/19 The approximate number of hours/month you devote to the other business: 6 - 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 have written a manuscript in support of it becoming my first published book.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-03

S66 Uniform Combined State Law Examination

2018-11-03

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD