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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TX RA APPROVED 2022-08-30
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-08-30

Branch Locations

605 E Robinson St, Orlando, FL 32801 • United States

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

Orlando, FL • 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 Planning, Inc. Fort Worth TX 12/2005 Present
First Command Financial Services, Inc Fort Worth TX 01/2006 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
Blessed Life Financial Llc Orlando FL 11/2024 Present
  • 12/2005 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2006 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
  • 11/2024 → Present
    Blessed Life Financial Llc
    Orlando, FL
Other Businesses

Name of the other business: Blessed Life Financial LLC Whether the business is investment-related: Yes Address of the other business: 5760 Lake Melrose Drive, Orlando, Florida 32829 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Proprietor/Manager The start date of your relationship: Nov 13, 2024 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: I am the Sole Proprietor and Manager of this LLC. I will be hiring a new Administrative Asst. soon and she will be paid as a W-2 employee through this entity. This is per the advice of my tax advisor and for tax- related purposes as a S Corp.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-02
S63 Uniform Securities Agent State Law Examination 2006-03-22
  • S65 Uniform Investment Adviser Law Examination
    2006-06-02
  • S63 Uniform Securities Agent State Law Examination
    2006-03-22
Other Names
  • Susan Raymundo Sumulong
  • Susan Peralta Raymundo
  • Susan Raymundo Dixon

View on SEC IAPD

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