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Current Employers
Dominion Portfolio Management, Inc.

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-02-23
  • TX RA
    APPROVED
    Since 2017-02-23

Branch Locations

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

951 West Dallas Street, Canton, TX 75103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hester Financial Associates, Inc. Canton TX 01/1988 Present
Vsr Financial Services, Inc. Overland Park KS 09/2005 09/2016
Vsr Advisory Services Overland Park KS 08/2007 09/2016
Hester & Company, Pc Canton TX 09/2005 Present
Summit Brokerage Services, Inc. Canton TX 09/2016 02/2017
Summit Financial Group Inc Boca Raton FL 09/2016 02/2017
Dominion Investor Services, Inc. Horseshoe Bay TX 02/2017 06/2023
Dominion Portfolio Management, Inc. Horseshoe Bay TX 02/2017 Present
W. Dale Hester Insurance Services Canton TX 01/1987 Present
Calton & Associates, Inc Houston TX 06/2023 Present
  • 01/1988 → Present
    Hester Financial Associates, Inc.
    Canton, TX
  • 09/2005 → 09/2016
    Vsr Financial Services, Inc.
    Overland Park, KS
  • 08/2007 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 09/2005 → Present
    Hester & Company, Pc
    Canton, TX
  • 09/2016 → 02/2017
    Summit Brokerage Services, Inc.
    Canton, TX
  • 09/2016 → 02/2017
    Summit Financial Group Inc
    Boca Raton, FL
  • 02/2017 → 06/2023
    Dominion Investor Services, Inc.
    Horseshoe Bay, TX
  • 02/2017 → Present
    Horseshoe Bay, TX
  • 01/1987 → Present
    W. Dale Hester Insurance Services
    Canton, TX
  • 06/2023 → Present
    Calton & Associates, Inc
    Houston, TX
Previous Registrations
  • 2016-09-01 → 2017-03-06
    Summit Financial Group Inc
    Canton, TX
  • 2005-09-27 → 2016-09-01
    Vsr Financial Services, Inc.
    Canton, TX
    Canton, TX
    Overland Park, KS
    Worden, IL
    Overland Park, KS
  • 1989-11-08 → 2005-09-30
    Sunamerica Securities, Inc.
    Canton, TX
Other Businesses

1. W DALE HESTER; INVESTMENT RELATED; 951 W DALLAS, CANTON, TX 75103; INSURANCE SALES; AGENT; BEGAN 1987; 10 HOURS PER MONTH INCLUDING DURING TRADING; FIXED ANNUITY SALES. 2. HESTER & COMPANY, PC; NOW KNOWN AS HESTER JASON PC, NOT INVESTMENT RELATED; 951 W DALLAS, CANTON, TX 75103; ACCOUNTING AND TAX SERVICES; CPA; BEGAN 1987, 100 HOURS PER MONTH INCLUDING DURING TRADING; TAX RETURN PREP AND ACCOUNTING SERVICES. 3. R4HR INC.; NOT INVESTMENT RELATED; 4800 VZCR 2120, CANTON, TX 75103; RANCHING OPERATION; PRESIDENT; BEGAN APRIL 1988, 50 HOURS PER MONTH WITH NONE DURING TRADING; 4. TALISMAN BUSINESS ADVISORS, LLC DBA TRANSWORLD BUSINESS ADVISORS , NOT INVESTMENT RELATED; 951 W. DALLAS, CANTON, TX 75103;5. CLEARMARK FINANCIAL AND INSURANCE SERVICES, LLC; INVESTMENT RELATED, 951 W. DALLAS, CANTON, TX 75103; INSURANCE SALES; AGENT; BEGAN 2017; 10 HRS PER MONTH, INCLUDNG DURNG TRADING; FIXED ANNUITY AND PROPERTY AND CASUALTY SALES. 6.HCO FOUR TREES REAL ESTATE SERVICES, LLC; NOT INVESTMENT RELATED; 951 W. DALLAS, CANTON, TX 75103; REAL ESTATE SALES; BEGAN IN 2017; 10 HRS PER MONTH INCLUDING DURING TRADING; REAL ESTATE SALES. 7. HESTER FINANCIAL SERVICES, LLC, CONSULTING FIRM, 8. CROOKED CREEK WATER SUPPLY, NON-PROFIT, 1991; 9. R4HR HOLDINGS, LLC, 2015, 10. BISON CREEK MANAGEMENT , 2018 11. HOMEPLACE SENIOR SOLUTIONS, 2017

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-17
S63 Uniform Securities Agent State Law Examination 1989-10-11
  • S65 Uniform Investment Adviser Law Examination
    1999-11-17
  • S63 Uniform Securities Agent State Law Examination
    1989-10-11

View on SEC IAPD

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