Chenbing Dai

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

• 10/2019 → 09/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2018 → 10/2019
  Universal Flooring Supply Llc
  Stafford, TX
• 01/2016 → 08/2018
  Blossom Tourism Group Houston Llc
  Houston, TX
• 06/2025 → 08/2025
  First Command
  Fort Worth, TX
• 09/2024 → 06/2025
  Sole Proprietorship
  Northlake, TX
• 09/2025 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 09/2025 → Present
  First Command Advisory Services, Inc
  Fort Worth, TX
• 09/2025 → Present
  First Command Insurance Services, Inc
  Fort Worth, TX

Previous Registrations

• 2020-12-05 → 2024-10-01
  Charles Schwab & Co., Inc.
  Westlake, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-12-05
• S63 Uniform Securities Agent State Law Examination
  2019-12-22