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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

MARC ERIC SCHNEIDER

Advisor at ADVICE AND PLANNING SERVICES

San Diego, CA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:13f93059-44d8-d241-01d5-eec1f02cf70e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 11, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 18, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 18, 2000
First registration: Feb 11, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4155241

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Sep 2, 2020	n/a	yes	San Diego, CA\|SAN DIEGO, CA	Current employment
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Sep 7, 2005	Mar 5, 2009	no	ALEXANDRIA, VA\|MCLEAN, VA\|ALEXANDRIA, VA	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Sep 2, 2005	Sep 6, 2005	no	LAUREL, MD	Previous registration
FIRST COMMAND BANK	n/a	Feb 11, 2005	Sep 2, 2005	no	FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANC OF AMERICA INVESTMENT SERVICES, INC.	ADVICE AND PLANNING SERVICES	Mar 5, 2009	Sep 2, 2020	4,199	Firm change after gap	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Sep 6, 2005	Sep 7, 2005	1	Firm change	Other
FIRST COMMAND BANK	FIRST COMMAND FINANCIAL PLANNING, INC.	Sep 2, 2005	Sep 2, 2005	0	Firm change	Other

Relationships

Registered with (4)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
Sep 2, 2020 to presentfactForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 7, 2005 to Mar 5, 2009factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Sep 2, 2005 to Sep 6, 2005factForm ADV
→ FIRST COMMAND BANKRegistered adviserregistration: previous registration
Feb 11, 2005 to Sep 2, 2005factForm ADV

Dated events

No dated event names this entity yet.