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Advisor at FIRST COMMAND ADVISORY SERVICES
Phoenix, AZ | FORT WORTH, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Sep 2, 2026 | n/a | yes | Phoenix, AZ|FORT WORTH, TX | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Aug 1, 2023 | Aug 12, 2026 | no | SCOTTSDALE, AZ|PHOENIX, AZ | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Jul 10, 2006 | Sep 1, 2023 | no | PHOENIX, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | FIRST COMMAND ADVISORY SERVICES | Aug 12, 2026 | Sep 2, 2026 | 21 | Firm change | Ibd to ibd |
| SAGEPOINT FINANCIAL, INC. | OSAIC WEALTH, INC. | Sep 1, 2023 | Aug 1, 2023 | -31 | Bulk transfer | Ibd to ibd |