David C. Bonney
Professional summary
David Craig Bonney, CFP®, who also goes by Dave Bonney, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Fort Worth, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in San Antonio, Texas.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. David has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Craig Bonney's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109April 11, 1996 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218September 2, 2005 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
April 12, 2004 - September 2, 2005
FIRST COMMAND BANK
September 30, 2002 - April 12, 2004
FIRST COMMAND BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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(10/16/2024)
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(1/30/2026)
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(10/16/2024)
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(7/14/2025)
(6/21/2005)
(12/15/2015)
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(11/8/2023)
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Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 113,591 |
| AUM (Assets Under Management) | $ 24,429,418,155 |
Red Flags
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