Chenbing Dai is a registered investment advisor, based in Northlake, TX, with 5 years of industry experience.
Location
Northlake, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
First Command Brokerage Services, INC.
July 2025 - Present · 10 mos
First Command Advisory Services
July 2025 - Present · 10 mos
First Command Brokerage Services, INC.Broker
July 2025 - Present · 10 mos
Previous Registrations
Charles Schwab & CO., INC.
December 2020 - October 2024 · 3 yrs 10 mos
Charles Schwab & CO., INC.Broker
December 2019 - October 2024 · 4 yrs 10 mos
State Registrations52 states
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Exams
No exam information available for this advisor.