Daniel S. Rendon
Professional summary
Daniel Steven Rendon, who also goes by Dany Steven Rendon, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Indian Harbour Beach, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Indian Harbour Beach, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Daniel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Steven Rendon's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 18, 2022 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1413 S Patrick Dr Suite 10, Indian Harbour Beach, FL 32937October 18, 2021 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1413 South Patrick Drive-suite 10, Indian Harbour Beach, FL 32937Primary 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
(3/8/2024)
(2/8/2024)
(1/12/2022)
(1/18/2022)
(6/24/2025)
(6/15/2023)
(8/11/2025)
(4/9/2024)
(2/8/2023)
(7/25/2024)
(7/25/2024)
Exams
Series 7TO
Date: 10/15/2021
General Securities Representative 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 | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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