DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Spencer Orr

First Command Advisory ServicesBD affiliatedAlbuquerque, Nm dual registrantIAPD 7063696

Feed of 09/14/2026

Also filed as Spencer Orr

At current firm

0 y

since Jan 20, 2026

In the industry

11 y

since Aug 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Command Advisory Services BD affiliated current
since Jan 20, 2026 · Albuquerque, Nm
Madison Avenue Securities, LLC BD affiliated
Dec 17, 2024 to Jan 12, 2026 · Albuquerque, Nm
LPL Financial LLC BD affiliated
Dec 19, 2022 to Dec 20, 2024 · Albuquerque, Nm
Vanguard Advisers, Inc. BD affiliated
Sep 14, 2021 to Dec 19, 2022 · Scottsdale, Az
Edward Jones national BD
May 15, 2019 to Feb 8, 2021 · Rio Rancho, Nm

Moves

a registration end followed by a registration begin elsewhere

Madison Avenue Securities, LLC to First Command Advisory Services
left Jan 12, 2026, registered Jan 20, 2026 (8 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Madison Avenue Securities, LLC
left Dec 20, 2024, registered Dec 17, 2024 (-3 days) · Affiliated broker-dealer or bank to another
Vanguard Advisers, Inc. to LPL Financial LLC
left Dec 19, 2022, registered Dec 19, 2022 (0 days) · Affiliated broker-dealer or bank to independent RIA
Edward Jones to Vanguard Advisers, Inc.
left Feb 8, 2021, registered Sep 14, 2021 (218 days) · Affiliated broker-dealer or bank to another

Signals

Spencer Orr left Madison Avenue Securities, Llc for First Command Advisory Services (registered 2026-01-20)
Jan 12, 2026 · Advisor changed firm · fact
Spencer Orr left Lpl Financial Llc for Madison Avenue Securities, Llc (registered 2024-12-17)
Dec 20, 2024 · Advisor changed firm · fact
Spencer Orr left Vanguard Advisers, Inc. for Lpl Financial Llc (registered 2022-12-19)
Dec 19, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address