David Conrady

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

• 12/2021 → 06/2023
  First Command Brokerage Service Inc
  Fort Worth, TX
• 08/1998 → 09/2022
  United States Navy
  San Antonio, TX
• 06/2023 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 06/2023 → Present
  First Command Advisory Services, Inc
  Fort Worth, TX
• 06/2023 → Present
  First Command Insurance Services, Inc
  Fort Worth, TX

Other Businesses

Name of the other business: Cielo Ridge Financial Services Whether the business is investment-related: Yes Address of the other business: 3042 Colorado Cove Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Mar 15, 2024 The approximate number of hours/month you devote to the other business: 1 to 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: As an independent contractor, I created an LLC under the Name of Cielo Ridge Financial Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-11
• S63 Uniform Securities Agent State Law Examination
  2023-02-27