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Heather Kay Panuco

First Command Advisory Services

Fort Worth, TX

Aledo, TX

CRD 6173846

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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 2018-10-25
  • TX RA
    APPROVED
    Since 2018-10-25

Branch Locations

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

Aledo, 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2013 12/2016
Huawei Technologies Usa Plano TX 12/2016 09/2018
First Command Financial Planning Fort Worth TX 09/2018 Present
  • 03/2013 → 12/2016
    Edward Jones
    St Louis, MO
  • 12/2016 → 09/2018
    Huawei Technologies Usa
    Plano, TX
  • 09/2018 → Present
    First Command Financial Planning
    Fort Worth, TX
Previous Registrations
  • 2013-07-15 → 2017-01-03
    Edward Jones
    Richardson, TX
    St Louis, MO
    Dallas, TX
    Mckinney, TX
    Mckinney, TX
    Flower Mound, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-17
  • S66 Uniform Combined State Law Examination
    2013-05-17
Other Names
  • Heather Kay Vance
  • Heather Kay Tippett

View on SEC IAPD

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