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Advisor at FIRST COMMAND ADVISORY SERVICES
FORT WORTH, TX | Aledo, 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 | May 1, 2024 | n/a | yes | Aledo, TX|FORT WORTH, TX | Current employment |
| PROSPERA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Feb 9, 2022 | Dec 5, 2023 | no | DALLAS, TX|DALLAS, TX | Previous registration |
| LION STREET ADVISORS, LLC | Former SEC adviser | Jul 25, 2017 | Jan 24, 2022 | no | AUSTIN, TX | Previous registration |
| WFG ADVISORS, LP | Former SEC adviser | Mar 30, 2016 | Sep 7, 2016 | no | Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES, INC. | FIRST COMMAND ADVISORY SERVICES | Dec 5, 2023 | May 1, 2024 | 148 | Firm change | Ibd to ibd |
| LION STREET ADVISORS, LLC | PROSPERA FINANCIAL SERVICES, INC. | Jan 24, 2022 | Feb 9, 2022 | 16 | Firm change | Ibd to RIA |
| WFG ADVISORS, LP | LION STREET ADVISORS, LLC | Sep 7, 2016 | Jul 25, 2017 | 321 | Firm change | Other |